Financial Investments Research & Management, LLC (operating as Pursuit Wealth Management) manages investment portfolios for individuals, corporations, trusts, and estates. They gather financial information to determine suitable investment strategies for each client. They primarily invest in cash, bonds, stocks, ETFs, and mutual funds. Referral advisors may assist clients in establishing accounts and act as primary communication contacts.
Assets Under Management$35M
Clients85
Advisors2
Avg. per Client$420K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Pursuit Wealth Management charges a management fee that will not exceed 2.5% annually. The fee is calculated monthly in advance or quarterly in arrears. The fee is deducted from the client's core money market mutual fund. Fees are negotiable.
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