Pursue Wealth Partners provides customized investment management and financial planning services for individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. The firm builds portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, options, alternative investments, and structured products. Pursue Wealth Partners operates as a registered investment advisor and creates tailored strategies based on each client's goals, time horizon, and risk tolerance. The firm also offers financial planning services covering areas such as retirement, education savings, and personal savings. Client assets are held at qualified custodians like Raymond James, and the firm may utilize independent managers for a portion of a client's portfolio.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.70% to 2.50% based on factors such as services offered, complexity, and asset level. Fees may be negotiable at the firm's discretion.