Melanie Mcdonald
Melanie Mcdonald is a CFP-designated registered investment advisor at Pursuit Wealth Managment LLC, based in Palm Beach Gardens, FL, with 17 years of industry experience. Melanie 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 →Other Business ActivitiesSells Insurance
Melanie is the president of the University of Miami - Palm Beach County Canes alumni association, dedicating minimal time. She is also an insurance agent consulting clients on insurance coverage, and owns Pursuit Consulting, LLC, a consulting services business, dedicating minimal time to each. Melanie is also a real estate agent collecting referral fees.
Employment History
Current Registrations
Pursuit Wealth Managment LLC
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations3 states
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.