Elizabeth Thomas
Elizabeth Thomas is a registered investment advisor at Pursuit Wealth Managment LLC, based in Palm Beach Gardens, FL, with 20 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 130 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pursuit Wealth Management offers investment and wealth management services for an annual fee based on the value of your portfolio. The maximum annual advisory fee is 1.75%. The fee schedule may be based on cumulative household assets under management.
Location
4500 Pga Boulevard, Suit 304A, Palm Beach Gardens, FL, 33418
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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 →Employment History
Current Registrations
Pursuit Wealth Managment LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Fsc Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Securities Group, INC.
American Securities Group, INC.Broker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Captrust Financial Advisors, LLCBroker
Salomon Smith Barney INC.Broker
State Registrations1 state
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.