Pursue Wealth Partners provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. They create customized investment strategies based on your goals, risk tolerance, and financial situation. They may use internal investment management or recommend independent managers. They also offer financial planning services covering areas like retirement, savings, and education.
Fee Structure
Pursue Wealth Partners charges a percentage of your portfolio each quarter, paid in advance. The annual fee ranges from 0.70% to 2.50%, depending on the services, complexity, the amount you invest, and your overall relationship with Pursue Wealth Partners. Fees may be negotiable. If Pursue Wealth Partners recommends using independent investment managers, the total fee, including their fee and the manager's fee, will not exceed 3.00% annually.