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Purtill Financial

Finance · Florida, United States · <25 Employees

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About

Headquarters

6662 Estero Blvd Apt 211B, Fort Myers Beach, Fl...

Phone Number

(239) 236-5552

Revenue

<$5 Million

Industry

Finance General Finance

Recent News & Media

No recent news or media

Who is Purtill Financial

At Purtill Financial, we take responsibility for growing and managing your investment portfolio over the long term. The functions that we perform f or our clients go beyond investment research and recommendations. We are a fiduciary, fee only, SEC-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 20 different industry segments 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 ranging from 0.8% annually to 0.5% 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.Read more

Purtill Financial's Social MediaPopular SearchesPurtill Financial LLCPurtill Family LLCSIC Code 62,628NAICS Code 52,523Show more

Purtill Financial Org Chart

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Donald Purtill

President

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Frequently Asked Questions regarding Purtill Financial

Where is Purtill Financial located?
Purtill Financial's headquarters are located at 6662 Estero Blvd Apt 211B, Fort Myers Beach, Florida, 33931, United States
What is Purtill Financial's phone number?
Purtill Financial's phone number is (239) 236-5552
What is Purtill Financial's official website?
Purtill Financial's official website is www.purtillfinancial.com
What is Purtill Financial's Revenue?
Purtill Financial's revenue is <$5 Million
What is Purtill Financial's SIC code?
Purtill Financial's SIC: 62,628
What is Purtill Financial's NAICS code?
Purtill Financial's NAICS: 52,523
How many employees does Purtill Financial have?
Purtill Financial has <25 employees
What industry does Purtill Financial belong to?
Purtill Financial is in the industry of: Finance General, Finance
What is Purtill Financial competition?
Purtill Financial top competitors include: Stockade Wealth Management, Clarity Capital Advisors, Meridian Wealth Advisors, Constant Guidance Financial
What technology does Purtill Financial use?
Some of the popular technologies that Purtill Financial uses are: Squarespace Online Stores, Adobe Typekit, ASP.NET
How do I contact Purtill Financial?
Purtill Financial contact info: Phone number: (239) 236-5552 Website: www.purtillfinancial.com
What does Purtill Financial do?

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, SEC-registered investment advisory firm that works strictly in the best interests of our clients. Our motiv... ation 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 20 different industry segments 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 ranging from 0.8% annually to 0.5% 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.Read More

What are Purtill Financial social media links?
Purtill Financial Linkedin page
Is Purtill Financial a public company?
Purtill Financial is private company therefore does not currently have an official ticker symbol
See more information about Purtill Financial

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