Assets Under Management

$150.5M

Number of Clients

Not reported

Number of Advisors

4

Average Client AUM

N/A

AUM per Advisor

$37.6M

Compensation

Fee-Only (AUM)

About This Firm

The Pillar Strategies offers discretionary investment advisory services to other investment advisory firms. They sponsor Unified Managed Accounts (UMAs) and are responsible for portfolio trading, re-balancing, and reporting. The firm does not provide financial planning or non-investment consulting services.

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment Management
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Location

31 State Route 12, Flemington, NJ, 08822

4 Advisors at this firm