PR
PR

Pamela Reynoso

21 Years of Experience
Houston, TX
Broker

Pamela Reynoso is a registered investment advisor at Gbm Wealth Management, INC., based in Houston, TX, with 21 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 460 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
460 clients
Average Client Portfolio
$473K average
Assets Under Management
$217.7M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)

GBM Wealth's advisory fees typically equal 1% per year, but range from 0.25% to 1.5% annually. The specific fee will be outlined in the client’s advisory agreement. Fees are calculated daily using the net asset value of the account. The fee charged on cash or equivalent assets may be greater than the annualized yield on such assets. The fee schedule is inclusive of the fees paid to GBM Wealth and the respective sub-advisor and is subject to negotiation on a client-by-client basis at GBM Wealth’s discretion.

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Location

2700 Post Oak Blvd, Suite 1110, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Gbm Wealth Management, INC.
January 2024 - Present · 2 yrs 4 mos
Gbm International, INC.
April 2004 - Present · 22 yrs 1 mo
Gbm International, INC.Broker
April 2004 - Present · 22 yrs 1 mo
Previous Registrations
Gbm Wealth Management, INC.
October 2020 - January 2022 · 1 yr 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.