Pivotal Advisors offers investment management, portfolio and asset management services, and consulting services. They specialize in customized services for high-net-worth individuals, foundations, and endowments with portfolios exceeding $5,000,000, but will consider smaller portfolios. Pivotal also advises clients on impact investing. They provide retirement plan consulting for ERISA plans over $100 million, but these assets are managed by a third party.
Assets Under Management$410M
Clients20
AdvisorsN/A
Avg. per Client$21M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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