Pivotal Financial Services provides services to retirement plans, offering guidance as a limited scope fiduciary or discretionary investment manager. Pivotal also offers financial planning and consulting services to individuals, including full financial plans and assistance with specific financial topics. Pivotal creates tailored investment strategies based on client goals and objectives, and clients can impose restrictions on investments.
Assets Under Management$14M
Clients11
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$14M
www.pivotalfinancialsvs.com ·pivotal-fiduciary.com/401k-fees-matter ·pivotal-fiduciary.com/life-insurance-quotes
Fee Structure
Minimum Investment:None
- Full Financial Plans: Offered at a flat fee between $500-$5,500, based on complexity and unique client needs. This includes a complete evaluation of an investor's current and future financial state, covering financial goals, net worth, cash flow, retirement strategy, risk management, investment plan, tax reduction, and estate preservation.
- Consultation Services: Assistance with individual financial topics, as outlined and agreed upon in the financial planning and consulting agreement. This is not a detailed financial review and will not result in a complete financial plan.
One-Time Plan:$500 - $5,500
Hourly Rate:$350/hr
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