Pivot Wealth Advisors
Assets Under Management
$530K
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$530K
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pivot Wealth Advisors, LLC offers discretionary investment management integrated with ongoing financial planning through three tiers (Core, Elevate, Premier) based on client complexity and asset size. They also provide project-based financial planning for specific needs. The firm primarily advises on stocks, bonds, mutual funds, and ETFs.
Fee Structure
Wealth Management clients pay a flat annual retainer fee ($5,000, $10,000, or $15,000) based on the complexity of their financial situation, portfolio size, and planning needs. There is also a setup fee up to $3,000 for the initial financial plan. Project-based financial planning fees range from $1,500 to $15,000, or $300 per hour. Fees are negotiable.
Areas of Practice
Location
800 W Main Street, #1460, Boise, ID, 83702
