Nathaniel Baim
Nathaniel Baim is a CFP-designated registered investment advisor at Pursuit Planning and Investments, LLC, based in Portland, OR, with 7 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, Investment Management, and 3 more. Their firm serves 11 clients with $1.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
The annual advisory fee is 0.85% for all account values. This fee includes the Outside Manager’s fee. Fees are negotiable.
Fee Estimator
Contact
Nathaniel Baim
Location
Portland, OR
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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
Nathaniel is an instructor and part-time employee of Kaplan North America, providing education and certification training. He dedicates about 10-20% of his time to this role, primarily outside of PPI's office hours, and it is not investment related.
Employment History
Current Registrations
Pursuit Planning and Investments, LLC
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.
Exams
Additional Information
I enjoy helping working professionals and professionals nearing retirement plan their pursuits. You will quickly learn I am interested in learning about your desired pursuits. I will work with you to best understand how to manage your financial responsibilities and risks within the context of your objectives. My process will help us understand how your goals will impact your pursuit and bring clarity to your unique circumstances. I focus on actionable strategies, accountability, and monitoring your ever-evolving plan.