Pillar Point Wealth Management (PPWM) offers investment management and financial planning services. PPWM creates investment plans based on clients' goals, risk tolerance, and tax considerations, primarily advising on stocks, bonds, mutual funds, and ETFs. PPWM also offers financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Financial planning is offered on an ongoing or project basis.
Assets Under Management$5.1M
Clients5
Advisors1
Avg. per Client$1M
Avg. per Advisor$5.1M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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