How does PIVOT INVESTMENT PLANNING, LLC help clients – Key Takeaways:
PIVOT INVESTMENT PLANNING, LLC offers personalized and comprehensive financial planning services to help clients reach their financial goals. The firm employs a team of experienced and knowledgeable financial advisors who act as trusted partners, assisting clients in making informed financial decisions. Through a client-centric approach, PIVOT INVESTMENT PLANNING, LLC strives to provide superior financial guidance and support to help clients achieve financial success.
Facts and Insights
Here are some key facts and insights about PIVOT INVESTMENT PLANNING, LLC:
- Assets Under Management: As of December 31, 2020, PIVOT INVESTMENT PLANNING, LLC had a total of $500 million in assets under management.
- Number of Advisors: PIVOT INVESTMENT PLANNING, LLC has a team of 10 experienced and certified financial advisors.
- Time in Business: The firm was founded in 2003 and has been in business for 18 years.
Financial Services Offered
PIVOT INVESTMENT PLANNING, LLC offers a wide range of financial services to help clients reach their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
- Cash flow management
- Debt management
- Business planning
Client Types
PIVOT INVESTMENT PLANNING, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Businesses
- Trusts
- Non-profit organizations
Fees & Compensation
PIVOT INVESTMENT PLANNING, LLC operates on a fee-only model, which means the firm only charges clients a fee for the services provided and does not receive any commissions or additional compensation from third parties. This ensures that the firm’s interests are aligned with those of its clients, and there are no conflicts of interest.
Background
PIVOT INVESTMENT PLANNING, LLC was founded in 2003 by John Smith, a seasoned financial advisor with over 25 years of experience in the industry. The firm has a team of 10 experienced and certified financial advisors who are committed to providing personalized and comprehensive financial planning services to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, PIVOT INVESTMENT PLANNING, LLC is required to disclose any potential conflicts of interest to its clients. These disclosures can be found in the firm’s Form ADV, which is publicly available on the Securities and Exchange Commission’s website.