Pure Financial Advisors offers financial planning and portfolio management services. Financial planning covers personal finances, cash flow, tax planning, investments, risk management, and estate planning. Portfolio management uses asset allocation portfolios designed for specific risk and return profiles, using ETFs, mutual funds, stocks, bonds, and alternative investments. Pure Financial Advisors also offers assistance with employer-sponsored retirement plans and managed variable annuities.
Assets Under Management$11B
Clients7,509
Advisors81
Avg. per Client$1.5M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.60% |
| $350K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
For client relationships exceeding $10 million, advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
81 Advisors at this firm
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