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.
Your current platform won't show you how your portfolio ranks against real investors in the same risk category. Create your secure Pure Benchmarks account and see exactly where you stand.
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.
Keep exploring
- Am I On Track for Retirement?
- Scared You Won't Have Enough for Retirement?
- How Do You Know If Your Portfolio Changes Worked?
- How Do You Know If You Are Making Good Investment Decisions?
See where a specific firm's portfolios stand:
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.