JC
JC
John Ceurvorst
26 Years of Experience
Burbank, CA
1 Disclosure
John Ceurvorst is a registered investment advisor at Pursuit Wealth Management, based in Burbank, CA, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 168 clients with $32M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
168 clients
Average Client Portfolio
$190K average
Assets Under Management
$32.0M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The total of the management fees will not exceed 2.5%. All management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Burbank, CA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2020Settled
Employment History
Current Registrations
Pursuit Wealth Management
January 2000 - Present · 26 yrs 9 mos
State Registrations3 states
CAIATX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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