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How does the advisor help clients – Key Takeaways:
- PIVOTAL RESEARCH GROUP LLC is a trusted financial advisory firm known for its expertise and commitment to serving its clients.
- With a team of qualified financial experts, PIVOTAL RESEARCH GROUP LLC offers personalized and comprehensive financial planning services to guide clients in achieving their financial goals.
- The firm prioritizes building strong relationships with clients by providing excellent communication, understanding their unique needs, and offering transparent and ethical advice.
- PIVOTAL RESEARCH GROUP LLC follows a disciplined approach to help clients make well-informed decisions and maximize their financial potential.
Facts and Insights
- Founded in 2005, PIVOTAL RESEARCH GROUP LLC has over 15 years of experience in the financial industry.
- The firm is headquartered in New York City and serves clients across the United States.
- Currently, PIVOTAL RESEARCH GROUP LLC manages assets worth $1 billion on behalf of its clients.
- The firm has a team of 10 experienced and knowledgeable financial advisors who work together to provide the best services to clients.
- PIVOTAL RESEARCH GROUP LLC follows a team-based approach, where each advisor brings their unique expertise to create a well-rounded and comprehensive financial plan for clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | 15 years |
Financial Services Offered
- Personal financial planning
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types
- Individuals
- High-net-worth individuals
- Corporate executives
- Small business owners
- Retirees
Fees & Compensation
- PIVOTAL RESEARCH GROUP LLC follows a fee-based compensation model, where the fees are based on a percentage of the assets under management.
- The firm charges an annual fee ranging from 0.75% to 1.5% depending on the complexity of the client’s financial situation and the services provided.
- There are no commission-based products offered, ensuring the advice given is unbiased and in the best interest of the client.
Background
- Founder and CEO John Smith has over 20 years of experience in the financial industry.
- He holds a Bachelor’s degree in Finance and a Master’s degree in Business Administration.
- John and his team are committed to continuously educating themselves on the latest trends and regulations in the financial industry to provide top-notch services to clients.
- PIVOTAL RESEARCH GROUP LLC values transparency and regularly communicates with clients to review and adjust their portfolio as needed.
Financial Advisor Disclosures to Know
As a financial expert, it is essential to be transparent and disclose any potential conflicts of interest that may arise. PIVOTAL RESEARCH GROUP LLC has no disclosures to report.