Pursuit Wealth Strategies, LLC is a registered investment advisor based in Raleigh, North Carolina, providing personalized portfolio management services since 2009. Pursuit Wealth Strategies creates custom investment allocations tailored to each client's specific goals, risk tolerance, and time horizon. The firm works with individuals, high-net-worth individuals, small businesses, profit-sharing plans, charitable institutions, and foundations. Portfolio implementation relies on various investment vehicles, including mutual funds, exchange-traded funds, and private money managers, with ongoing monitoring and quarterly reviews. Pursuit Wealth Strategies participates in the Raymond James wrap fee program, meaning management fees are all-inclusive and cover related transaction costs and commissions. Certain team members are also licensed insurance agents and may offer insurance products separately.
Fee Structure
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% |
All fees are subject to negotiation, and the firm reserves the right to offer alternative fee schedules.