Pursuit Wealth Management offers investment management, wealth management, and financial planning services to individuals, high net worth individuals, trusts, businesses, and corporations. They work with clients to understand their financial objectives and risk profile, then develop customized investment plans. They manage portfolios on a discretionary basis, primarily using individual equity and debt securities, exchange-traded funds, and institutional mutual funds.
Assets Under Management$190M
Clients130
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$47M
Fee Structure
Planning is included in investment management (also available separately)
Pursuit Wealth Management offers investment and wealth management services for an annual fee based on the value of your portfolio. The maximum annual advisory fee is 1.75%. The fee schedule may be based on cumulative household assets under management.
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