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How does the advisor help clients – Key Takeaways:
Pivot Investment Partners, LLC is a financial consulting firm that specializes in providing expert financial advice to its clients. With a team of experienced professionals, the firm works diligently to help clients make informed decisions and achieve their financial goals. The firm offers a variety of services to cater to the diverse needs of its clients and is dedicated to providing personalized solutions for every client’s unique financial needs.
Facts and Insights
Pivot Investment Partners, LLC has been in business for over 10 years, with a team of 15 experienced advisors managing assets worth over $100 million. The firm has a track record of delivering strong returns for its clients and is constantly evolving to adapt to the ever-changing financial landscape. With its extensive knowledge and expertise, the firm is well-equipped to provide clients with valuable insights and guide them towards making smart financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 15 | Over 10 years |
Financial Services Offered
Pivot Investment Partners, LLC offers a wide range of financial services to its clients. These include financial planning, investment management, retirement planning, tax planning, and estate planning. The firm also provides guidance on insurance and risk management, as well as philanthropic giving. With its comprehensive suite of services, the firm is able to meet all of its clients’ financial needs and effectively guide them towards a secure financial future.
Client Types
Pivot Investment Partners, LLC caters to a diverse clientele, including high-net-worth individuals, families, and businesses. The firm has the expertise and resources to serve clients from various industries and backgrounds and is committed to providing tailored solutions for each client’s unique financial situation.
Fees & Compensation
The fees charged by Pivot Investment Partners, LLC vary depending on the services provided. The firm typically charges a percentage of AUM, with rates ranging from 1-2%. These fees are competitive compared to industry standards and are disclosed upfront to clients. The firm does not receive any additional compensation or commissions from third parties, ensuring that its advisors’ recommendations are unbiased and in the best interest of its clients.
Background
Pivot Investment Partners, LLC was founded by a team of experienced financial advisors who share a passion for helping individuals and businesses achieve financial success. The firm operates with the highest level of integrity and prides itself on building long-term relationships with its clients based on trust and transparency. With a client-centric approach, the firm focuses on delivering personalized solutions and constantly strives to exceed client expectations.
Financial Advisor Disclosures to Know
As a registered financial advisor, Pivot Investment Partners, LLC is required to disclose any potential conflicts of interest. The firm maintains full transparency with its clients and provides clear and concise disclosure documents. The firm also adheres to all regulatory requirements and continuously monitors and manages any potential conflicts of interest, ensuring that its clients’ best interests are always the top priority.