Stone Pillars Wealth Management offers investment advisory and comprehensive financial planning services. They manage portfolios on a discretionary basis, using a tactical allocation strategy. Financial planning includes retirement, tax, cash flow, and estate planning. Stone Pillars may refer clients to third-party money managers and also manages held-away assets like 401(k)s.
Assets Under Management$61M
Clients47
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiated at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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