Bezan Morris is a registered investment advisor at Purewater Capital, LLC, based in Fort Worth, TX, with 7 years of industry experience. Bezan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 232 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Purewater Capital charges a percentage of your portfolio's value annually for asset management services. This fee is negotiable. The exact fee will be detailed in your Investment Advisory Agreement. The fee is paid quarterly, based on the average daily value of your account during the previous quarter.
Location
2625 Whitmore St., Unit 121, Fort Worth, TX, 76107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Bezan is an officer (Treasurer) for the non-profit organization Cowtown Warriors, starting in 2019. This activity, which involves reconciliation of accounts, takes about 10-20% of his time.
Employment History
Current Registrations
Purewater Capital, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.