Pillar Wealth offers wealth management services, including investment portfolio management and financial planning. They also provide financial consulting services as a standalone engagement. Pillar Wealth works with clients to identify their investment goals and objectives, risk tolerance, and financial situation in order to create a portfolio strategy. They may also recommend third-party money managers. Pillar Wealth also offers project-based consulting services to businesses and families.
Fee Structure
Pillar Wealth does not offer investment management as a standalone service. Investment management is only offered as part of their wealth management services, which are based on a client's net worth. The minimum net worth to become a client is $2.28 million, which equates to a minimum annual fee of $11,400.
