The traditional high-fee advisor is a thing of the past.

It's time for a modern approach to wealth
management. We offer a low-fee, personalized
service for investing & planning.

Let Us Help You

This is personal

Pure Portfolios is a fiduciary. Placing client interests
first isn’t a question; it is our standard.

If you’re tired of large profit-seeking investment managers, banks, brokers, and traditional financial advisors who don't prioritize you, you have come to the right place.

$337MM

Assets under management

300+

Households served nationwide

Cision
Citywire
Business Journal
The Wall Street Journal
Investment News
Investor's Business Daily

What we offer

We believe a well-rounded partnership doesn't start and end with portfolio management. Our financial plans are a collaborative reflection of your life’s work.

Investing

We use the latest technology to create a personalized strategy that will help manage risk, mitigate human bias, and boost tax-efficiency. We call it evidence-based investing.

Explore Investing Services

Planning

Money is emotional, but your planning decisions shouldn’t be. From estate planning to stock options, Social Security, health care, employer benefits, tax planning, and more, we will help you make data-backed money decisions.

Explore Planning Services

What are Pure Portfolios’ fees?

We believe the “all-in” cost of investment management
is too high. We are here to shake things up.

Management Fee                 0.65%

Average ETF Expense          0.10%

All-In Cost of Investing        0.75%

 

* for qualified investors with $1M, custom portfolios with individual stocks and bonds are available starting at 0.80%

Our aim is to provide low-fee advice, delivered by humans. We do this by in-sourcing the investment management. We do not allocate client assets to expensive third-party managers, mutual funds, or hedge funds.

We believe an advisor’s fee structure should encourage transparency and accountability. For qualified investors, we align our management fees with investment performance, creating a clear line between our compensation and a client’s investment outcome.

Approaching retirement

Chuck and Abigail didn't know how they were invested or how much risk they were taking. Not understanding their investments heading into retirement made them uncomfortable.

See How We Helped

Retired

Rocky and Diane didn't know the most tax-efficient way to take money out of their portfolios. They needed help deciding when to take Social Security.

See How We Helped

Wealth building

As Elliot moves his way up the corporate ladder, he wants to better understand his stock option compensation. He is looking to break away from a traditional, high-cost Wall Street advisor and receive less conflicted advice.

See How We Helped

Cut through the B.S.

Unfiltered commentary. Simple language.
Actionable steps.

From the latest market trends to planning tips, our weekly newsletter includes podcasts, writings, and educational videos that provide a clear-cut, unbiased outlook to help you make better money decisions.

Team Pure Portfolios Financial Advisors Portland Or Camas Wa Retirement Planning Investment Management

About Pure Portfolios

Tired of your conflicted, high-cost advisor? There is a better way.

We created an offering that fills the gap between the cookie-cutter service of a robo-advisor and the high-cost traditional advisor. If you want advice but don’t want to pay a premium, you’ve come to the right place.

See The Pure Difference

Client experiences

This isn't a hobby. We obsess about client outcomes

Explore the next steps

Simplify your finances and solidify a plan that gets you where
you want to go.

Shape

Step 1

Investing

Consolidate your investments with a portfolio that mirrors the way you feel about risk

Planning Icon

Step 2

Planning

Construct a financial plan that can withstand life's surprises

Taxes Icon

Step 3

Taxes

Everyone must pay taxes, but no one says you have to leave a tip. We ensure your portfolio and financial plan are tax efficient

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