Pillar6 Advisors offers ongoing portfolio management and personalized financial planning services for individuals, high-net-worth clients, and businesses. Pillar6 Advisors builds custom investment strategies based on each client's goals, time horizon, and risk tolerance, utilizing fundamental and technical analysis. For investment management, Pillar6 Advisors creates a personal investment policy statement and monitors portfolios regularly. In addition to investment management, Pillar6 Advisors provides comprehensive financial planning covering cash flow, retirement, tax strategies, estate planning, insurance, business planning, and education funding. Pillar6 Advisors requires an investment account minimum of $500,000, though this can be waived based on client needs and situation complexity.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable and subject to a minimum quarterly fee of $750 ($3,000 annually).