Pure Financial Advisors, LLC
Assets Under Management
$8.0B
Number of Clients
6,259
Number of Advisors
77
Average Client AUM
$1.3M
AUM per Advisor
$104.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pure Financial Advisors offers strategic financial planning and asset management. They educate clients, understand their goals, and develop tailored strategies. Services include financial planning, portfolio management, and pension consulting. They use a financial planning-centered approach to wealth management and investing.
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $350K | 1.60% |
| $350K - $500K | 1.25% |
| $500K - $650K | 1.00% |
| $650K - $800K | 0.80% |
| $800K - $1.1M | 0.70% |
| $1.1M - $2.0M | 0.60% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Location
3131 Camino Del Rio N, Suite 1550, San Diego, CA, 92108
77 Advisors at this firm
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