Pursuit Wealth Strategies offers investment advice, portfolio management, and financial planning to individuals, high net worth individuals, small businesses, profit-sharing plans, charitable institutions, and foundations. Pursuit creates custom portfolios based on individual client goals, risk tolerance, and investment objectives. The firm monitors and reviews portfolios to ensure they align with client objectives. Pursuit participates in the Raymond James wrap fee program.
Assets Under Management$460M
Clients483
Advisors4
Avg. per Client$950K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.15% |
| $1.5M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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