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 provides strategic financial planning and asset management. They educate clients, understand their goals, and develop tailored strategies. Services include financial planning, portfolio management, transitional portfolio management, and pension consulting.
Fee Structure
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
Financial planning fees range from $1,000.00 to over $5,000.00, based on complexity. Asset management fees range from 0.40% to 1.60% annually, based on the value of managed accounts. Fees are deducted in advance from client investment accounts. Educational seminars and workshops may be charged to participants or a sponsoring company. There will be additional fees associated with any sub-advisor services.
Areas of Practice
Location
3131 Camino Del Rio N, Suite 1550, San Diego, CA, 92108
