Center Pillar Wealth Management is a registered investment advisor founded in 2015 and based in Newark, California. The firm provides ongoing portfolio management and customized financial planning services to individuals, high-net-worth individuals, and institutional clients. Center Pillar Wealth Management creates personalized investment strategies and builds portfolios using mutual funds, individual stocks and bonds, options, and exchange-traded funds. The firm operates with the authority to make trades on behalf of clients without asking first, though non-discretionary accounts are also available. In addition to managing investments, Center Pillar Wealth Management offers financial planning covering retirement, personal savings, education funding, and insurance needs, available either as a one-time project or on an ongoing basis. The firm's principal owner is Chui Wa Ripple Leung, who has over 15 years of experience in the financial industry.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.90% |
Fees are negotiable depending on client needs and investment strategy complexity. Total combined fees with third-party managers will not exceed 3% per year.