Pillar Capital offers investment management services through Schwab and Betterment, tailoring portfolios to client needs. They provide both discretionary and non-discretionary asset management. Pillar Capital also offers financial planning services covering various topics like retirement, education, and estate planning. They also provide ERISA plan services, acting as either a 3(21) or 3(38) advisor.
Assets Under Management$75M
Clients88
Advisors1
Avg. per Client$850K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,000. If a Client’s portfolio includes alternative investments, PC may apply a separate advisory fee of up to 1.25% annually on the portion of assets allocated to those investments.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...