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Nik Schuurmans, CFA®
Pure Portfolios

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

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.

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General Information

Name of Broker/Dealer:   Charles Schwab
Name of Custodial Firm:   Charles Schwab
Number of Years with Current Firm:   5
Work with the following types of clients:   7685976861
Advisory Services Provided:   Financial Planning, Investment Advice & Management

Services

Investment Types:   Stocks, Bonds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Via Phone, Via Email, Video Conference

Firm Information

Advisor's Number of Clients:   40
Assets Managed by Advisor:   $210,000,000

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

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Compliance

Registered Investment Advisor:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


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