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. Their firm serves 85 clients with $35M in assets under management.

Pursuit Wealth Management

Compensation

Fee-Only (% of Portfolio)

Firm Size

2 advisors

Number of Clients

85 clients

Average Client Portfolio

$418K average

Assets Under Management

$35.5M

Fee Structure

Minimum Investment:$50K

Investment management only (planning not offered)

Pursuit Wealth Management charges a management fee that will not exceed 2.5% annually. The fee is calculated monthly in advance or quarterly in arrears. The fee is deducted from the client's core money market mutual fund. Fees are negotiable.

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Location

Burbank, CA

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 2020

Settled

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Employment History

Current Registrations

Pursuit Wealth Management

January 2000 - Present · 26 yrs 3 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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