Center Pillar Wealth Management provides portfolio management and financial planning services tailored to each client's goals, risk tolerance, and financial situation. Services include investment strategy creation, asset allocation, and regular portfolio monitoring. Financial planning covers areas like retirement, education, and insurance needs. Center Pillar Wealth Management has discretionary and non-discretionary accounts.
Assets Under Management$46M
Clients120
Advisors2
Avg. per Client$380K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$80K
Planning is included in investment management (also available separately)
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 and range from 0% to 1.25% annually. At no time will client fees charged by Center Pillar Wealth Management and third-party money managers exceed 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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