Marc Schindler is a CFP-designated registered investment advisor at Pivot Point Advisors, LLC, based in Bellaire, TX, with 23 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 90 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.30% |
Fees are negotiable in certain limited circumstances.
Fee Estimator
Contact
Marc Schindler
Location
5959 West Loop South, 333, Bellaire, TX, 77401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pivot Point Advisors, LLC
Previous Registrations
RBC Dain Rauscher INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Pivot Point Advisors openly embraces innovation, but at the same time, typifies traditional values of honesty, transparency and mutual trust that come with a personal relationship and deep understanding of its clients’ needs. Investors find in Pivot Point Advisors a partner who matches highly analytical reasoning with a personal touch, to provide the key ingredients for long-term success; rational decisions and disciplined implementation using robust investment strategies. With the right acumen, paired with its proprietary tools, this is a firm perfectly positioned to embrace not merely the economic climate of today, but also the financial horizon of tomorrow, working hard for clients every step of the way.