Purus Wealth Management offers various services including educational seminars, financial planning, pension consulting for employer plans, and asset management for held-away accounts. Financial planning covers investment, retirement, estate, tax, and insurance planning. Pension consulting assists employers with retirement plan establishment and monitoring. Asset management is offered through the Pontera platform for accounts held at other institutions.
Assets Under Management$550M
Clients610
Advisors6
Avg. per Client$900K
Avg. per Advisor$91M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual fee charged for Non-Wrap Asset Management For Held Away Accounts will not exceed 1%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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