Pivot Point Wealth Planning manages investment portfolios based on each client's individual needs and goals. They also offer project-based and comprehensive financial planning services, covering areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. They also provide employee benefit plan services to employer plan sponsors.
Assets Under Management$23M
Clients79
Advisors1
Avg. per Client$290K
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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