Pivot Capital Partners offers investment advice tailored to your needs. They provide portfolio management services on a discretionary or non-discretionary basis. They also offer financial planning and consulting services, covering a range of topics from broad financial planning to single-subject consultations. Pension consulting services are available for employee benefit plans. Pivot Capital does not participate in wrap fee programs.
Assets Under Management$140M
Clients4
Advisors1
Avg. per Client$35M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$10M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 2.00% |
| $20.0M - $30.0M | 1.75% |
| $30.0M - $40.0M | 1.50% |
| $40M+ | 1.25% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...