Pillar Financial Advisors (PFA) offers wealth management services that include an initial Wealth Management Strategy (WMS) followed by ongoing financial management, portfolio management, and wealth planning. PFA aims to be your primary financial professional, coordinating your financial affairs. Wealth planning is not offered as a standalone service but is provided with portfolio management. PFA manages customized investment portfolios tailored to each client's risk characteristics and investment objectives.
Assets Under Management$310M
Clients183
Advisors4
Avg. per Client$1.7M
Avg. per Advisor$78M
www.pillar.net ·www.linkedin.com/company/pillar-financial-advis... ·www.facebook.com/pg/pillarfinancialadvisors
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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