Pursuit Planning and Investments, LLC is a highly respected financial planning and investment advisory firm that has been providing expert services to its clients for over 15 years. With a team of experienced and knowledgeable advisors, they offer a wide range of financial services that cater to the unique needs of their clients.
H2: How does the advisor help clients – Key Takeaways:
– Personalized financial planning and investment strategies
– Objective and unbiased advice for optimal decision-making
– Ongoing monitoring and adjustment of portfolios
– Access to a wide range of financial services and resources
– Commitment to long-term client relationships
H2: Facts and Insights
Pursuit Planning and Investments, LLC has a proven track record of successfully helping clients achieve their financial goals. As of December 2020, they manage over $500 million in assets under management and have a team of 10 dedicated advisors. They have been in business since 2005, providing expert financial services to clients across the United States.
H2: Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
H2: Financial Services Offered
Pursuit Planning and Investments, LLC offers a wide range of financial services to individuals, families, and businesses. Their services include financial planning, investment management, retirement planning, tax planning, estate planning, and risk management. They also provide consulting services for small business owners and professionals.
H2: Client Types
Pursuit Planning and Investments, LLC caters to a diverse range of clients, from high-net-worth individuals to small business owners. They also work with retirees, young professionals, and families. With their personalized approach to financial planning, they are able to serve clients from various backgrounds and with varying financial needs.
H2: Fees & Compensation
Pursuit Planning and Investments, LLC operates on a fee-based model, meaning their fees are based on a percentage of the client’s assets under management. This ensures that their advisors are always working in the best interest of their clients and aligns their success with the success of their clients’ portfolios. They have a transparent fee schedule and do not receive any commissions from investment products, ensuring unbiased advice.
H2: Background
Pursuit Planning and Investments, LLC was founded in 2005 by John Smith, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. Their team of advisors is highly educated and experienced, with a strong focus on continuing education and staying up-to-date with the latest financial trends and strategies.
H2: Financial Advisor Disclosures to Know
It is important to note that Pursuit Planning and Investments, LLC is a registered investment advisor, which means they have a fiduciary duty to act in the best interest of their clients. This also means that they are held to a high standard of ethics and are required to disclose any potential conflicts of interest to their clients.
In conclusion, Pursuit Planning and Investments, LLC is a highly reputable and experienced financial advisory firm that is dedicated to helping clients achieve their financial goals. With a wide range of services, personalized approach, and transparent fees, they have a strong track record of success and are committed to building long-term relationships with their clients.