Robert Blount is a registered investment advisor at Pivot Investment Planning, LLC, based in San Antonio, TX, with 3 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 23 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for accounts over $3,000,000 (less than 1%).
Fee Estimator
Location
8610 Broadway, Suite 251, San Antonio, TX, 78217
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is Vice President of Lake Livingston Telephone Company since 2018 and an investor in oil and gas wells. He is also Treasurer for The Order of the Alamo, dedicating a few hours per week to this role.
Employment History
Current Registrations
Pivot Investment Planning, LLC
Previous Registrations
Valmark Securities, INC.Broker
Valmark Advisers, INC.
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.