NikSchuurmans- Financial Advisor Lake Oswego, OR

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About Nik Schuurmans

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.

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General Information

Firm Start Year

2016

No. of Employees

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

Compliance

Registered Investment Advisor

Acknowledged fiduciary

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

Assets Managed by Firm

330000000

Advisor's Number of Clients

Assets Managed 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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886631/paladinregistry-Pure-Portfolios-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Nik Schuurmans

Pure Portfolios