Two Pillars Asset Management provides investment management and financial planning services to individuals, high net worth individuals, ERISA plans, and charitable organizations. Services include asset management, co-advisor services, financial planning, and basic estate planning. Two Pillars also offers sub-advisory and model portfolio provider services to other registered investment advisors. Investment strategies are tailored to client goals and may include faith-based investing.
Assets Under Management$4.2M
Clients29
Advisors1
Avg. per Client$150K
Avg. per Advisor$4.2M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.85% |
| $1.0M - $4.0M | 1.65% |
| $4.0M - $7.0M | 1.45% |
| $7.0M - $10.0M | 1.25% |
| $10M+ | 1.05% |
Annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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