Working with Purpose Built

In the realm of financial planning, the term 'Asset Under Management (AUM) fees' often surfaces. But what does it truly cost? The industry norm is an annual charge amounting to 1% of AUM. To put this into perspective, managing a $2M portfolio at this rate would incur a yearly fee of $20,000, or $1,666.67/month. This fee, however, tends to be buried in your account statements, leading to a lack of awareness among many.

Curious about what this means for your finances?

Use the calculator below to gauge the monthly fee you're currently paying based on your AUM:

Calculate Your Current Monthly Fee

This calculator will calculate your current fee based on 1% and convert it to a monthly amount for comparison to Purpose Built.

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At Purpose Built, our philosophy is centered around providing superior service with absolute transparency when it comes to fees. We've simplified our approach into two straightforward tiers, reflecting the complexity of your financial needs rather than the sheer volume of your assets.

Here's how we differentiate:

The Corporate Family

For those looking to have somebody in their corner for the long term

$500 / month
Semi-annual review meetings + check-ins as needed
Cash Flow Planning
Tax Preparation & Planning
Investment Planning
Education Planning
Insurance Planning
Debt Payoff Planning
Retirement Planning
Estate Planning
Major Lifestyle Decision Planning & Analysis
Rebalancing Recommendations
Wealth Management (optional)
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One-Time Plans

For those who would like a short-term engagement with a financial planner

75% of annual fee
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The Equity Family

For families with equity compensation,  Solopreneurs, and Business Owners with more complex needs

$700 / month
Semi-annual review meetings + check-ins as needed
Equity Compensation Analysis
Cash Flow Planning
Tax Preparation*
Advanced Tax Planning
Investment Planning
Education Planning
Insurance Planning
Debt Payoff Planning
Retirement Planning
Real Estate Analysis
Major Lifestyle Decision Planning & Analysis
Estate Planning
Exit Planning
Portfolio Analysis
Rebalancing Recommendations
Wealth Management (optional)

*Does not include partnership or S-Corp returns but have outside CPA we work with to work to handle.

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Getting started with Purpose Built
STEP ONE
Introduction Call

During this 30-minute introductory call, we aim to assess if Purpose Built is the right fit for you. We'll discuss your financial goals at a high level and also answer your questions to determine if our services can address your needs.

STEP TWO
Document Request

Once you’ve decided to move forward, we'll request crucial documents such as your financial statements and the prior year's tax return. These documents are essential for a comprehensive financial analysis.

STEP THREE
Initial Meeting

At the initial meeting, we’ll refine your financial goals, including college expenses, retirement plans, long-term care considerations, and other savings objectives. We'll also discuss investment preferences and risk tolerance to tailor your plan to your unique situation.

sTEP FOUR
Plan + Recommendations

We provide a comprehensive written plan with specific recommendations on how to achieve your goals. We'll also present a portfolio analysis with suggestions to better align your investments with your ideal allocation.

STEP FIVE
Review & Implementation

After you've reviewed the financial plan we provided, we'll schedule a meeting to go through it together. The plan is not complete until you have a clear understanding of the proposed financial strategies and all recommendations are assigned to responsible parties.

sTEP SIX
Accountability

To prevent key financial tasks from falling by the wayside, we have accountability built into our process. We track tasks and check in as needed, guaranteeing that you stay on course and feel secure about your financial future.

sTEP SEVEN
Ongoing Planning

Check-ins as necessary, a tax filing review meeting, and a fall strategy meeting to create an up-to-date plan, update investments, track your net worth growth, and make necessary changes.

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