Pragmatic Portfolios, Llc
Investment Management Company
Why pick this one
Pragmatic Portfolios, LLC provides fee-only investment planning in Durham with fixed fees and coordinated passive portfolios across accounts.
Best for
- Investors seeking fee-only investment advice without commissions
- Clients consolidating or coordinating multiple investment accounts
- Investors seeking a portfolio second opinion
- People needing investment guidance after retirement, job changes, inheritance, marriage, divorce, or other major financial changes
- Investment beginners needing education and implementation assistance
Look elsewhere if
- People needing immediate onboarding, because the firm currently states that it is not taking additional clients
Specialties
- Investment plan design
- Portfolio coordination across multiple investment accounts
- Portfolio tuneups
- Investment portfolio second opinions
- Client investment education
Certifications
- Fee-only Registered Investment Adviser
What makes them different
- Published fixed-fee pricing with no commissions or soft-dollar kickbacks
- Coordinates investment recommendations across a client's various accounts
- Typically recommends cost-efficient, passively managed asset-allocation portfolios
- Provides recommendations based on each client's goals, risk tolerance, time horizon, and financial situation
- Can advise on accounts not directly under the firm's management
- Serves
- Durham
Distilled from this business's own website.
Contact & Location
- Address
- 1530 N Gregson St Ste 2g, Durham, NC 27701-1164
- Phone
- 19198834216
- Website
- https://www.pragmaticportfolios.com
- info@pragmaticportfolios.com
Services
- Fee-only investment planning
- Investment advisory services
- Wealth management
- Portfolio management
- Investment account implementation assistance