Pursuit Planning and Investments (PPI) provides financial planning and investment advice. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. For investment advice, PPI uses third-party money managers, helping clients select an appropriate investment model and reviewing the manager's performance. PPI primarily advises on stocks, bonds, mutual funds, and ETFs.
Assets Under Management$1.8M
Clients11
Advisors1
Avg. per Client$170K
Avg. per Advisor$1.8M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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