Pragmatic Portfolios, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$79,339,450
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
43
72% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
43
Average account size
$1,845,103
About
Pragmatic Portfolios is a fee-only registered investment adviser that provides investment planning and portfolio management to individuals, families, high-net-worth clients and trusts, and it also works with corporations and pension or profit-sharing plans. Services include holistic investment planning, implementation of diversified passive portfolios using low-cost mutual funds and ETFs, and occasional pension/plan consulting.
The firm’s investment process emphasizes broadly diversified, passively managed asset allocations implemented with tax-aware decisions such as asset location, periodic rebalancing, and opportunistic tax‑loss harvesting. Advice is delivered through a collaborative, iterative planning process with regular monitoring and, where appropriate, discretionary management under written authority.
Noteworthy aspects relative to many peers are the firm’s provision of educational seminars and workshops as part of client outreach and its explicit work with pension/profit-sharing plan clients and pension consulting, activities that are less common among independent advisers. The firm also uses flat fees and hourly arrangements rather than charging a percentage-of-assets advisory fee and discloses it accepts no commissions or referral fees to limit conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Passive / index investing
Tax-loss harvesting
Wealth management
Fee options
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
Main office location
Pragmatic Portfolios, LLC
Durham NC, United States
Number of offices
2
Most active in
Pragmatic Portfolios, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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