Pure Benchmarks · Community Nests
Is Your Financial Advisor Doing a Good Job?
Nearly 60 percent of retail investors say getting ripped off by their financial advisor is their single biggest financial concern according to Hearts and Wallets research. Pure Benchmarks Community Nests shows where your portfolio ranks against other real verified clients at the same firm in the same risk category using anonymized performance data — the first independent answer to the question every advisor client has always had but never been able to answer with real data. Hetty explains why your portfolio ranks where it does by identifying the composition differences between your holdings and the holdings of investors in the same category who are outperforming you.
Why advisor evaluation has always been impossible without peer data
Clients could see their statement but never a comparison to other clients of the same firm at the same risk level, so "good job" was a matter of trust rather than measurement.
What Community Nests shows about your advisor's performance
Community Nests ranks your portfolio against other real verified clients at the same firm in the same risk category, using anonymized performance data.
What Hetty explains about the gaps
Hetty identifies the composition differences between your holdings and those of investors in the same category who are outperforming you.
How to use this information
Use the ranking and explanation as an objective information baseline for a conversation with your advisor — Pure Benchmarks provides the data, not a recommendation.
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See Your Free Benchmark ReportFrequently asked questions
How do I know if my financial advisor is doing a good job?
Community Nests ranks your portfolio against other real verified clients at the same firm in the same risk category, giving you an objective measure instead of a feeling.
Is my advisor beating other advisors?
You can see where your portfolio ranks against other clients at the same firm in the same risk category using anonymized data.
Does Pure Benchmarks tell me to fire my advisor?
No. It provides an information baseline for comparison only and makes no recommendation to change advisors.
Can I see how my advisor ranks against other advisors?
Community Nests ranks your portfolio against other real verified clients at the same firm in the same risk category, and against verified portfolios everywhere else in that category, using anonymized performance data.
How much does my financial advisor cost me over 30 years?
Hypotheticals applies an annual advisory fee to your real connected holdings across a historical window and reports the difference in ending value, so the cumulative cost appears as a dollar figure rather than as a percentage on a statement.
What are the hidden costs of working with a wealth manager?
The visible cost is the stated advisory fee. The cost that never appears is the relative outcome — whether the decisions produced better or worse results than comparable investors. Pure Benchmarks measures the second one directly.
What is a wrap account fee?
A wrap fee bundles advisory, trading, and administrative charges into a single percentage of assets. Because it is charged on assets rather than on outcomes, it is visible every quarter while the relative result it is supposed to buy is not.
What wealth management firm should I hire?
Pure Benchmarks recommends no firm and has no relationship with any firm. It shows how real portfolios at each firm rank against verified investor portfolios everywhere else in the same risk category, so the comparison is yours to read.
How do I find the best financial advisor?
Best is not a property a directory can verify. Pure Benchmarks measures outcomes instead, ranking portfolios at each firm against the verified peer set in the same risk category and scoring each major decision against real investors who faced the same market.
Keep exploring
- How Do You Know If Your Portfolio Changes Worked?
- How Do You Know If Your 401k Is Doing Well?
- How Much Social Security Will You Get?
- Can You Retire at 60 With $500,000?
See how retirement portfolios at a specific firm rank against real peers:
New here? Read the portfolio benchmarking FAQ or the Pure Benchmarks blog.
This page is an information baseline for comparison only. It is not investment advice and not a recommendation to buy, sell, replace, or transfer any specific asset, account, or firm. Past performance does not guarantee future results. All figures shown are illustrative.