Pillar6 Advisors provides ongoing investment management based on each client's individual goals, objectives, time horizon, and risk tolerance. Pillar6 Advisors also offers financial planning services, including cash flow planning, investment planning, risk management, insurance planning, estate planning, tax planning, and business planning. Specific client financial plans and their implementation are dependent upon the client’s current situation, goals and priorities.
Assets Under Management$97M
Clients56
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$97M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
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. Minimum quarterly fee: $750.00
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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