Advisor at PivotPoint Advisors, LLC
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Firm
PivotPoint Advisors, LLC
Location
Las Vegas, NV
Credentials
Series 63, Series 65
Industry experience
5 years
R. Scott Thompson is a financial advisor with PivotPoint Advisors, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at World Financial Group, Inc., Transamerica Financial Advisors, Inc., and leadership at PivotPoint Executive Search. Outside of advisory work, he is involved in insurance brokerage through PivotPoint Insurance Solutions, specializing in Medicare Advantage and Supplement plans as well as various life and health insurance products. PivotPoint Advisors provides customized financial planning, investment management, and wealth management services to individual investors, trusts, estates, small businesses, charitable organizations, and pension plans. The firm employs an asset-allocation-driven investment approach guided by documented policy and macroeconomic analysis, combining pension consulting and insurance brokerage with advisory services.
Based on PivotPoint Advisors, LLC
Based on PivotPoint Advisors, LLC
Flat quarterly retainer fees for investment management negotiated per client; One-time flat fees for consulting such as $800 for estate planning
$0 - $1,000,000: 1.0% Over $1,000,000 - Under $3,000,000: 0.75% Over $3,000,000 - Under $5,000,000: 0.60% Over $5,000,000+: 0.40%
$100 per planner-hour for financial planning and consulting services
Account minimum: $25,000 Minimum fee: No minimum fee at this time Fee-only: Hourly fees at $100 per planner-hour; Flat fees for financial planning (e.g., $800 for estate planning); Flat quarterly retainer fees negotiated per client
Las Vegas, NV
Nevada
PivotPoint Advisors, LLC
2019 - Present (7 years)
PivotPoint Business Consulting
2018 - 2019 (1 year)
World Financial Group, INC.
2017 - 2019 (2 years)
Transamerica Financial Advisors, Inc
2017 - 2019 (2 years)
PivotPoint Executive Search
2007 - 2019 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Las Vegas, NV
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Series 65
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Series 65
Las Vegas, NV
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Series 63, Series 65
Las Vegas, NV
Crinite Financial Strategies
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