The Pillar Strategies
Assets Under Management
$150.5M
Number of Clients
Not reported
Number of Advisors
4
Average Client AUM
N/A
AUM per Advisor
$37.6M
Compensation
Fee-Only (AUM)
About This Firm
The Pillar Strategies offers discretionary investment advisory services on a fee basis, primarily to other investment advisory firms. They sponsor Unified Managed Accounts (UMA) and are responsible for portfolio trading, re-balancing, and reporting. The firm does not provide financial planning or non-investment consulting services.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.50% |
Fee Estimator
The annual investment management fee is 0.50% of the value of the client's assets in the UMA. The firm bills quarterly in advance. The firm generally requires a minimum account size of $50,000 for investment management services, but this may be reduced or waived at the firm's discretion.
Areas of Practice
Location
31 State Route 12, Flemington, NJ, 08822