Pivot Investment Planning provides ongoing portfolio management services based on each client's individual goals, risk tolerance, and time horizon. Pivot creates an Investment Policy Statement for each client, outlining their current financial situation. Pivot requests authority to make trades without asking first. Pivot primarily recommends publicly traded securities, including mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs.
Assets Under Management$46M
Clients23
Advisors2
Avg. per Client$2M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for accounts over $3,000,000 (less than 1%).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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