Pivot Point Advisors (PPA) provides personalized investment advice and financial planning to individuals, trusts, estates, charities, corporations, and other entities. PPA manages investment portfolios using standardized portfolios, including domestic and international stocks and fixed income. PPA also offers financial planning services, including hourly consultations and financial plans. PPA does not sell commission-based products.
Assets Under Management$140M
Clients90
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.30% |
Fees are negotiable in certain limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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