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About Pillar Capital |
| Pillar Capital is focused on investment science as opposed to speculation. We are an Evidence-
Based, fee-only Registered Investment Advisor (RIA) and do not sell/recommend commissioned
products because of the cost and inherent conflicts of interest. |
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General Information |
| Years of Experience in Financial Services: |
25
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| Work Experience: |
I have worked as a fee-only financial advisor
since 1995. I started Pillar Capital because I
wanted to provide a clean, conflict free
relationship which focused on things that REALLY
mattered to the client.
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| States Licensed in: |
UT NV ID TX CO
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| Name of Custodial Firm: |
TD Ameritrade Institutional
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| Number of Years with Current Firm: |
10
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| Work with the following types of clients: |
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
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| States Willing to do Business in: |
UT NV ID CO WY CA IL AZ WA TX OR NM
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| Advisory Services Provided: |
Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, 401K Rollovers, Retirement Planning, Portfolio Management, Estate Planning & Trusts, Financial Advice & Consulting, Insurance Planning, Annuities
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Education |
| Academic Background |
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| BS Accounting Brigham Young University, MBA Marriot School of Management |
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
MBA
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| Securities Licenses: |
Series 63, Series 65
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| Financial Organization Memberships: |
National Association of Estate Planners & Councils (NAEPC)
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Firm Information |
| Assets Managed by Firm: |
$50,000,000
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| Assets Managed by Advisor: |
$50,000,000
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| Advisor's Number of Clients: |
70
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| Firm's Number of Clients: |
70
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| Advisor's Number of Planning Clients: |
6
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| Advisor's Number of Managed Clients: |
70
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| Firm's Number of Planning Clients: |
5
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| Firm's Number of Managed Clients: |
70
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
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| Compensation Methods: |
Based on Assets, Hourly, Flat Fee
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| Minimum Portfolio Size for New Managed Accounts: |
$250,000
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