Pamela Rigsby
Pamela Rigsby is a CFP-designated registered investment advisor at Pursuit Wealth Strategies, LLC, based in Raleigh, NC, with 32 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 483 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.15% |
| $1.5M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
8311 Bandford Way, Suite 105, Raleigh, NC, 27615
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Pamela is the owner of Blueprint Investments, LLC, holds a broker/agent position with Principal selling disability insurance, and is the CEO of Pursuit Wealth Strategies, LLC, where she works nearly full-time. She also owns rental real estate and is a committee member for a non-profit.
Employment History
Current Registrations
Pursuit Wealth Strategies, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Wall and Company Securities, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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