Pivot Point Advisors, LLC | Financial Advisor in Bellaire ,TX

5909 West Loop South
Ste 640c
Bellaire, TX 77401

Objective Financial Advice


About

We are fee-only financial planning and portfolio management company. Our quantitative stock strategies are an alternative to mutual funds. Key features include strong performance, disciplined trading decisions, and complete transparency. Give us a call or visit our website for more information.


FAQs

  • Do you have a customer satisfaction or refund policy? Refunds are available for certain financial planning fees.
  • What are your qualifications? What is your education background? Certified Financial Planner (CFP) BS from UT Austin Financial Planning Association
  • What is your approach to financial planning? Pivot Point Advisors receives no income from commissions. As a fee-only financial planner, we are free to focus on the needs of the client. We take a systematic and disciplined approach to financial planning.
  • What services do you offer? Full Financial Plans; hourly financial advice on retirement plans, taxation, budgeting, savings goals, major purchases, etc.
  • How many clients do you currently manage? Pivot Point Advisors manages 50 households with $24,500,000 in total assets.
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Marc Schindler

Marc Schindler