Carlos Lopez is a registered investment advisor at Two Pillars Asset Management, based in Frisco, TX, with 13 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 29 clients with $4.2M 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 $1000K | 1.85% |
| $1.0M - $4.0M | 1.65% |
| $4.0M - $7.0M | 1.45% |
| $7.0M - $10.0M | 1.25% |
| $10M+ | 1.05% |
Annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
2591 Dallas Parkway, Suite 300, Frisco, TX, 75034
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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
Two Pillars Asset Management
Previous Registrations
Inspire
Creative Financial Designs, INC.
Firmo Investment Consulting Services
Beacon Wealth Consultants, INC.
UBS Financial Services 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.