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Paladin Research Report For:

Nik Schuurmans

Pure Portfolios

CFA®
1 Centerpointe Drive
Suite 120
Lake Oswego, OR 97035
971-205-7733

About Nik Schuurmans

Nik founded Pure Portfolios with a vision to create a new client-centric experience. He believes in raising the standards of professional conduct within financial services. Nik shares his passion for investor rights, higher ethical standards, and financial markets through his weekly blog. Nik has been quoted in Investor's Business Daily, Portland Business Journal, WSJ, ETF.com and Financial Advisor Magazine.

He most recently held the position of Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management. Nik earned a B.A. in Finance from Washington State University and earned the right to use the CFA designation. Nik has served as an adjunct finance professor at Washington State University Vancouver campus.

He enjoys golfing, coaching, reading and spending time with his wife and three children.

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
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