The Pillar Strategies provides investment management services to other investment advisory firms. Pillar Strategies sponsors Unified Managed Accounts (UMA), which are professionally managed private investment accounts. Pillar Strategies does not provide financial planning services or consulting on non-investment matters like estate planning, tax planning, or insurance. They may recommend other professionals for these services, but clients are not obligated to use them.
Assets Under Management$150M
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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