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VERIFIED

Nik Schuurmans

Pure Portfolios

1 Centerpointe Drive
Suite 120

Lake Oswego, OR 97035

971-205-7733

More personal than a robot. Lower fees than a traditional-advisor.

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

Number of Years with Current Firm

Work with the following types of clients

7685976861

Advisory Services Provided

Financial Planning for Individuals, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management

Services

Investment Types

Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Can meet clients in the following ways

Email, Video Conference, Our Offices, Phone, Your Home

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

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

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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1886631/retirementplanning-Pure-Portfolios-detailed-disclosure.html

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