Pure Portfolios

Pure Portfolios is a trailblazer in the wealth management industry. We provide a low-fee, personalized service for investing and planning, believing that a well-rounded partnership doesn't start and end with portfolio management. We are dedicated to offering a transparent, accountable, and cost-effective solution for individuals looking to secure their financial future. With $293 million in assets under management and over 285 households served nationwide, we take pride in challenging the status quo of large profit-seeking investment managers, banks, brokers, and traditional financial advisors who do not prioritize the client's best interests.

Investing

At Pure Portfolios, we know that the traditional approach to investing has become outdated. We utilize the latest technology to create a customized strategy that manages risk, mitigates human bias, and enhances tax-efficiency. We call it evidence-based investing. By focusing on data-driven insights and adhering to proven academic research, our team of experienced advisors is committed to cultivating a transparent, client-centered relationship while empowering investors to achieve their specific financial goals.

• Personalized Portfolios: Leveraging advanced algorithms and sophisticated financial modeling, we develop a tailored investment strategy based on each client's unique risk tolerance, time horizon, and financial aspirations. Our team comprehensively evaluates your financial landscape to ensure a well-diversified and optimized portfolio.

• Human Guidance. Technology-Driven: We believe that humans and technology make an unbeatable combination. We harness the power of cutting-edge technology to optimize and monitor your portfolio and rely on experienced advisors to provide guidance, context, and clarity in the decision-making process.

• Low-Fee Advice: We are firm believers that advice should not come with a premium. We strive to deliver low-fee, transparent, and conflict-free investment services that save clients thousands in unnecessary expenses while maximizing returns.

Planning

Money is emotional, but your financial decisions shouldn't be. We believe that data-backed money decisions are the foundation of solid financial planning. At Pure Portfolios, we help clients make well-informed decisions when it comes to essential financial topics, including estate planning, stock options, Social Security, health care, employer benefits, tax planning, and more.

• Comprehensive Wealth Management: We utilize a holistic approach to provide a complete picture of your financial life and ensure alignment with your values, needs, and aspirations.

• Collaborative Process: Together, we lay the groundwork for decision-making and identify the best steps to reach your goals, providing an objective perspective and an actionable roadmap.

• Ongoing Review: Financial planning is not a one-time event. We work alongside you to evaluate your plan regularly, making adjustments as needed and staying up-to-date with tax laws, market trends, and your ever-evolving life circumstances.

Pure Portfolios' Fees

At Pure Portfolios, we believe that the all-in cost of investment management is too high. We are here to shake up the industry. Our fee structure is designed to be transparent and promote accountability.

• Management Fee: 0.65%
• Average ETF Expense: 0.10%
• All-In Cost of Investing: 0.75%

For qualified investors with $1M, we provide custom portfolios with individual stocks and bonds starting at 0.80%. Our aim is to provide low-fee advice, delivered by humans, by insourcing the investment management and avoiding the use of expensive third-party managers, mutual funds, or hedge funds.