Purtill Financial LLC

Welcome to Purtill Financial LLC

At Purtill Financial, we take responsibility for growing and managing your investment portfolio over the long term.  The functions that we perform for our clients go beyond investment research and recommendations.  We are a fiduciary, fee only, registered investment advisory firm that works strictly in the best interests of our clients.  Our motivation is to help you achieve your financial and retirement goals. 

How Can We Help?

• Investment management services, focused on your financial goals. As fiduciaries, we only have your best interests in mind.

• Comprehensive management fee includes all of our investment and financial planning services: portfolio selection, annual rebalancing, tax planning and advice, guidance on employer investment plans, basic financial plans with updates as needed, low cost fund selection, tax loss harvesting recommendations, portfolio and market updates, guidance and monitoring of required minimum distributions.

• Guidance on your investment assets, including your employer plans, retirement plans, and brokerage accounts.

• Globally diversified portfolio allocation across 19 different asset classes to reduce investment risk.

• Work directly with our advisory team and receive personalized service for your financial needs.

• Monthly reporting on financial results for your accounts and portfolio, compared to industry averages.

• Meetings with our advisory firm team as often as needed, no mandatory meeting schedules.

• Asset management fees starting from 0.8% annually with the ability to deduct fees from most investment accounts held at recommended custodians.

• Focus on minimizing trading fees and expense ratios to keep your costs low.

Here is a link to view Purtill Financial’s Customer Relationship Summary, ADV Part 3/Form CRS

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