| Advisor Profile |
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| Name: |
Mike Johnson, MBA |
| Phone Number: |
(801) 448-7953 |
| Website: |
Visit Website
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Business Description |
Pillar Index Advisors is a boutique wealth management firm providing customized wealth preservation/growth solutions for a select group of investors. We are a fee-only Registered Investment Advisor (RIA) and do not sell/recommend commisioned products because of the inherant conflicts of interest.
We function as a "Personal CFO" for our clients - coordinating our management with your accountant, estate attorney and insurance professionals to provide a complete wealth management solution. It's more work than other managers are willing to undertake - but it's the right way to preserve and protect the assets which have taken a lifetime to accumulate. |
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General Information |
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| Name of Custodial Firm: |
TD Ameritrade
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| States Willing to do Business in: |
UT NV ID CO WY
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| Years of Experience in Financial Services: |
17
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| Number of Years with Current Firm: |
2
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| I work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs
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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: |
Stocks, Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
MBA
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| Securities Licenses: |
Series 65, Series 63
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| Financial Organization Memberships: |
National Association of Estate Planners & Councils (NAEPC), Paladin Registry
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| Non-Financial Organization Memberships: |
Utah Valley Entrepreneurial Forum
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Investment Advisor: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-only financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
$500,000
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| Compensation Methods: |
Based on Assets, Hourly
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| Prepared By: |
Mike Johnson, MBA |
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