Nik Schuurmans
Pure Portfolios
1 Centerpointe Drive
Suite 120
Lake Oswego, OR 97035
9712057733
About Pure Portfolios
Pure Portfolios is a progressive investment manager that closely aligns client and advisor
incentives. We believe in lowering the cost of investing and fees tied to client outcomes. As an
independent firm, Pure Portfolios is free to express our client centric vision without the
answering to shareholders or Wall Street analysts.
See Disclosures
General Information
Firm Start Year
2016
No. of Employees
5-9
CRD#
4922113
Firm CRD#
311002
Name of Broker/Dealer
Charles Schwab
Name of Custodial Firm
Charles Schwab
Years of Experience in Financial Services
13
Number of Years with Current Firm
7
Work with the following types of clients
7685976861
Advisory Services Provided
Financial Planning for Individuals, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFA®
Firm Information
Firm's Number of Clients
200
Assets Managed by Firm
330000000
Advisor's Number of Clients
40
Total Assets Under Management by Advisor
$270,000,000
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Based on Assets
Additional Details on Charges
We tie our management fees to client outcomes, discounting our fee rate during down markets.
Education
BA Finance -
Washington State University
-
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1886631/rothira-Pure-Portfolios-detailed-disclosure.html