Purewater Capital, LLC is a registered investment advisory firm that offers asset management services, financial planning and consulting, and retirement plan consulting. Asset management is provided on a discretionary basis, and may include insurance recommendations through DPL Financial Partners. Financial planning helps clients understand their financial situation and set objectives. Retirement plan consulting is offered to plan sponsors.
Assets Under Management$150M
Clients232
Advisors4
Avg. per Client$640K
Avg. per Advisor$37M
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.
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