Martin Gremm is a registered investment advisor at Pivot Point Advisors, LLC, based in Bellaire, TX, with 21 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. 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
Location
5959 West Loop South, 333, Bellaire, TX, 77401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Martin is the president of Gremmtech, LLC, a software development and consulting business, since 2004. He spends about 10-20% of his time on this activity, mostly during nights and weekends.
Employment History
Current Registrations
Pivot Point Advisors, LLC
State Registrations1 state
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