Pivot Capital Management provides investment advice tailored to individual needs, including portfolio management and financial planning. For portfolio management, they gather information about your objectives and risk tolerance to develop a suitable strategy. Financial planning services cover various aspects like income analysis, budgeting, asset allocation, and retirement planning. You are not obligated to act on their recommendations or implement the plan through them.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Advisory fee is negotiable depending on individual client circumstances. Family accounts may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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