VETTED

Nik Schuurmans

CFA^®

Tel: 971-205-7733 1 Centerpointe Drive Suite 120 Lake Oswego, OR 97035

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

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.

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 Employees

Name of Broker/Dealer:

Charles Schwab

Name of Custodial Firm:

Charles Schwab

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

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.

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

Preferred meeting methods

I provide a free initial consultation:

Yes

Education

BA Finance:

Washington State University

Disclosures

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

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1886631/wiseradvisor-pure-portfolios-detailed-disclosure.html

13 Years of Experience

CRD# 4922113 Firm CRD# 311002

Compliance

Registered Investment AdvisorYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Office Hours

Monday9:00 AM - 5:00 PM

Tuesday9:00 AM - 5:00 PM