Pure Financial Advisors offers strategic financial planning and investment management services for mid to high-net-worth individuals and families. Pure Financial Advisors focuses on helping clients achieve long-term financial goals while minimizing tax impacts. Services include personalized financial plans covering retirement, cash flow, taxes, investments, risk management, and estate planning. Pure Financial Advisors manages investment portfolios on a discretionary basis using globally diversified asset allocation strategies, exchange-traded funds, mutual funds, stocks, and bonds. The firm also offers specialized services such as third-party retirement account management through Pontera, variable annuity management, and pension consulting for retirement plans. Pure Financial Advisors operates with multiple branch offices primarily in California, Washington, Arizona, Colorado, Illinois, Tennessee, and Utah, and is backed by private equity firm Lee Equity Partners.
Fee Structure
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% |
Fees for relationships exceeding $10,000,000 are negotiable.
