How does the advisor help clients – Key Takeaways:
The Pursuit, Inc. provides financial expertise and services to its clients. They assist individuals and businesses in managing their assets, achieving their financial goals, and planning for the future. Their services are personalized and tailored to each client’s unique needs and financial situation, allowing them to create individualized strategies for success.
Facts and Insights
The Pursuit, Inc. has been in business for over 20 years, and currently has over 500 advisors across the country. They manage over $50 billion in assets for their clients, making them a formidable player in the financial industry. Their team includes experts in various areas of personal and business finance, ensuring that they can provide comprehensive and well-rounded services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 billion | 500+ | 20+ years |
Financial Services Offered
The Pursuit, Inc. offers a wide range of financial services to their clients. This includes investment management, retirement planning, tax planning, estate planning, and insurance services. They also provide personalized financial planning and strategies for businesses, including corporate retirement plans and succession planning. Their services are designed to help clients achieve their financial goals and make sound financial decisions.
Client Types
The Pursuit, Inc. serves a diverse range of clients, including individuals, families, and businesses of all sizes. They work with clients at various financial stages, from those just starting to build their wealth to those who have considerable assets and require more complex financial planning. They are committed to providing exceptional services to all of their clients, regardless of their financial situation.
Fees & Compensation
The Pursuit, Inc. operates on a fee-only basis, which means they receive compensation directly from their clients. This eliminates any potential conflicts of interest and ensures that their recommendations are always in the best interest of their clients. The firm’s fees are typically based on a percentage of assets under management, ensuring that their success is aligned with that of their clients.
Background
The Pursuit, Inc. was founded by a team of experienced financial professionals who shared a common vision of providing exceptional financial services to their clients. Their team includes experts in various fields, such as investments, taxes, and estate planning, ensuring that their clients receive well-rounded and comprehensive advice. The firm is committed to staying up-to-date on industry trends and developments to provide the best possible services to their clients.
Financial Advisor Disclosures to Know
The Pursuit, Inc. is a registered investment advisor, which means they have to abide by certain regulations and disclosure requirements. They must adhere to fiduciary standards, which require them to always act in their clients’ best interests. They also have a duty to disclose any potential conflicts of interest and provide transparent information about their fees and compensation. The firm is committed to maintaining open and honest communication with their clients to ensure trust and transparency in their relationships.