Advisor at Pragmatic Portfolios, LLC
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Firm
Pragmatic Portfolios, LLC
Location
Durham, NC
Credentials
Series 65
Industry experience
15 years
Steven Thorpe is the sole advisor at Pragmatic Portfolios, LLC, an independent registered investment adviser based in Durham, NC. He holds a Series 65 designation and has 15 years of industry experience. Thorpe has managed Pragmatic Portfolios since 2010 and previously worked at MCNC for 24 years. Pragmatic Portfolios provides portfolio management and comprehensive financial planning to individuals, families, high-net-worth clients, trusts, and select corporations or small businesses. The firm emphasizes broadly diversified, low-cost passive investments with strategic asset allocation and tax-efficient strategies, and offers client education through complimentary seminars and workshops.
Based on Pragmatic Portfolios, LLC
Based on Pragmatic Portfolios, LLC
Startup fees ($1,800 individual, $2,400 couple/business) and annual flat fees ($2,400 individual, $3,000 couple/business), plus negotiable fixed fees for other engagements
$200/hour payable in arrears
Minimum fee: Startup fee: $1,800 for individuals, $2,400 for couples/businesses; Annual fee: $2,400/year for individuals, $3,000/year for couples/businesses, payable quarterly Fee-only: Flat fees for service including startup fees and annual fees; hourly rate of $200/hour; negotiable fixed fees for other situations
Durham, NC
North Carolina
Pragmatic Portfolios, LLC
2010 - Present (16 years)
MCNC
1992 - 2016 (24 years)
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Real estate agent
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Other specialized services
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