The Pillar Strategies provides discretionary investment management services primarily to other investment advisory firms as a sub-advisor. The Pillar Strategies builds and manages professionally rebalanced private investment accounts, known as Unified Managed Accounts, which include mutual funds, stocks, bonds, master limited partnerships, and exchange-traded funds. The Pillar Strategies does not provide financial planning, tax preparation, estate planning, or legal services, but can recommend separate professionals for those needs, including affiliated accounting services. Investment advisory fees are charged as a fixed percentage of the assets under management. The Pillar Strategies requires a minimum account size of $50,000 to open an investment management account, though this minimum may be reduced or waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The annual investment management fee is 0.50% of assets under management. Minimum account size is $50,000, which may be reduced or waived at the firm's discretion.