Kelsey Plummer is a registered investment advisor at Pursuit Wealth Strategies, LLC, based in Raleigh, NC, with 14 years of industry experience. Kelsey 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
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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 Activities
Kelsey is part owner of Pursuit Wealth Management, LLC and Pursuit Wealth Strategies, spending minimal time on each. She also owns rental real estate, is a board member for Sparrow Data Solutions, and a board/committee member for Trinity Academy of Raleigh, dedicating minimal time to each.
Employment History
Current Registrations
Pursuit Wealth Strategies, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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