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 PortfoliosHe 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.
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 DisclosuresGeneral 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:
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
Services
Investment Types:
Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I provide a free initial consultation:
Yes
Preferred meeting methods
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:
40
Total Assets Under Management by Advisor:
$270,000,000
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
13 Years of Experience
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
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
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