Adam Boor is a CFP-designated registered investment advisor at Pursuit Wealth Strategies, LLC, based in Raleigh, NC, with 7 years of industry experience. Adam 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
Adam is an associate/employee and financial advisor at Pursuit Wealth Strategies LLC since 2021, dedicating about half of his time to this role. He spends over 41 hours per month on this business during trading hours.
Employment History
Current Registrations
Pursuit Wealth Strategies, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Citizens Securities, INC.
Citizens Securities, INC.Broker
State Registrations2 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.