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 well beyond investment research and recommendations. We are a cost effective, fiduciary, fee only, SEC-registered investment advisory firm that works strictly in the best interests of our clients. Our motivation is to see you achieve all of your financial and retirement goals.
How Can We Help?
- Dedicated investment management services, focused on assisting you with realizing your financial goals and being fiduciaries, meaning we only have your best interests in mind.
- Comprehensive management fee meets all of your investment and financial planning needs: portfolio selection, annual rebalancing, tax planning and advice, guidance on employer plans, basic financial plans with updates as often as needed, low cost fund selection, tax loss harvesting recommendations, portfolio and market updates, guidance and monitoring of required minimum distributions.
- Professional guidance on all of your investment assets, both with your employer, retirement plans, and brokerage accounts.
- Globally diversified portfolio allocation across 20 different industry segments to reduce investment risk.
- Work directly with our highly qualified professional advisory team and receive personalized service for all ofyour financial needs.
- Monthly reporting on financial results for all of your accounts and portfolio, compared to industry averages.
- Meetings with our advisory firm team as often as needed, no mandatory meeting schedules.
- Industry leading asset management fees ranging from 0.8% annually to 0.5% annually with the ability to deduct fees directly from investment accounts.
- Focus on minimizing trading fees and expense ratios to keep your costs as low as possible.
Talk To Us
➤ Northeast Ohio
22 Alpha Park
Highland Heights, OH 44143
➤ SOUTHWEST FLORIDA
6662 Estero Blvd.
Fort Myers Beach, FL 33931
Northeast Ohio: (440) 484-5340
Southwest Florida: (239) 236-5552
Toll Free USA: (855) 849-5010