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Nik + Schuurmans - Financial Advisor in Lake Oswego, OR

Paladin Research Report For:

Nik Schuurmans

Pure Portfolios

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

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.

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
  • Investment Advice & Management, Financial Planning

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

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFA®

Firm Information

Firm's Number of Clients
  • 175
Assets Managed by Firm
  • 270000000
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

BASIC INFORMATION NEEDED FOR THE INQUIRY