The Pursuit provides investment advice and financial advice to individuals, small business pensions, trusts, and other entities seeking portfolio management services. The Pursuit focuses on acquiring shares of individual companies or bonds of unique entities as opposed to participating in investment products like Exchange Traded Funds (ETFs) and mutual funds, although they may be recommended in certain circumstances. All advice is tailored to the individual or entity’s specific situation.
Assets Under Management$7.3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$7.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...