Pivotal Wealth and Tax provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment plans and request authority to make trades without prior permission. The firm also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. Additionally, Pivotal Wealth and Tax provides bookkeeping and tax filing services for hourly, fixed, or subscription fees. They use Pontera to manage held-away retirement assets.
Assets Under Management$13M
Clients226
Advisors4
Avg. per Client$58K
Avg. per Advisor$3.3M
www.pivotalwealthandtax.com ·www.linkedin.com/company/pivotal-wealth-and-tax... ·www.instagram.com/pivotalfamilyoffice
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $200K | 1.15% |
| $200K - $500K | 1.05% |
| $500K+ | 1.00% |
Fees are negotiable. For accounts managed through Pontera, the fee is 1% of the assets held in the Pontera account, plus 0.25% on transfer on death individual (TODI) account assets held outside of the client's qualified account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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