Pivotal Advisors LLC

Pivotal Advisors LLC is a full-service SEC-registered investment advisory firm established in 2020 in New York. The firm, led by principal owner Tiffany McGhee, specializes in providing comprehensive investment management services to high-net-worth individuals, foundations, and endowments with portfolios exceeding $5,000,000. Services include customized portfolio management on a discretionary or non-discretionary basis, impact investing consulting, and retirement plan consulting for ERISA plans over $100 million. Pivotal charges fees based on a percentage of assets under management, with a tiered fee schedule ranging from 0.50% to 1.00%. The firm does not charge performance-based fees and offers both discretionary and non-discretionary account management. Clients have the option to engage in private investment funds, subject to due diligence and risk factors. Pivotal recommends Charles Schwab & Co., Inc. as a custodian and may receive support services from them. The firm operates under a Code of Ethics to ensure ethical conduct and client-focused service. Pivotal's Chief Compliance Officer, Tiffany McGhee, is available to address any questions regarding the firm's practices and fees.