1995 - 2003: Senior VP, Pillar Capital Advisors: Analyst, Portfolio Manager, Partner, Head of Investment Committee. Small Cap stocks picking firm with $125M in AUM.2003 - 2006: President, Inflection Point Capital Partners: Founder of firm which focused on alternative assets including private equity, venture capital, oil and gas exploration 2006 - 2010: Regional VP, Zacks Investment Management. Covered the Mountain West region and worked with wealth management clients of Zacks. 2010 - Present: Founder and President, 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.
General Information |
| Firm Start Year: | 2010 | |
| Name of Custodial Firm: | TD Ameritrade Institutional |
| States Licensed in: | UT NV ID TX CO |
| Number of Years with Current Firm: | 10 |
| 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. |
| Work with the following types of clients: | Individual Investors, Non-Profit Organizations, Businesses, Investment Clubs |
| Advisory Services Provided: | 401K Rollovers, Insurance Planning, Portfolio Management, Retirement Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Advice & Consulting, Financial Planning for Businesses, Estate Planning & Trusts, Annuities |
Services |
| Investment Types: | Stocks, Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Via Phone, Via Email, Your Home |
Qualifications & Memberships |
| Financial Organization Memberships: | National Association of Estate Planners & Councils (NAEPC) |
Firm Information |
| Firm's Number of Clients: | 70 |
| Firm's Number of Planning Clients: | 5 |
| Firm's Number of Managed Clients: | 70 |
| Assets Managed by Firm: | $50,000,000 |
| Advisor's Number of Clients: | 70 |
| Advisor's Number of Managed Clients: | 70 |
| Advisor's Number of Planning Clients: | 6 |
| Assets Managed by Advisor: | $50,000,000 |
Compensation and Fees |
| Fee Structure: | Fee Only |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets, Flat Fee, Hourly |
| Fee % Based on Assets: | 1 |
| Hourly Rate: | 250 |
Board Positions |
| Organization: | Foundation for the American West Orem, UT |
| Position : | Board Member/Founder |
| Duration : | March 1996-December 2003 |
| Organization: | Utah Valley Estate Planning Council Utah County, Utah |
| Position : | President |
| Duration : | 09/01/2020-Currently holding |
Education |
| BS - Accounting |
Brigham Young University - Provo, Utah
September 1987-April 1993 |
| MBA - Management |
Brigham Young University - Provo, UT
August 2001-July 2003 |
Financial Services |
Financial Advice & ConsultingWe do not charge to meet with clients or prospective clients. We are a fee-only firm and charge a professional fee of a percentage of assets under management. |
Financial Planning for IndividualsOur approach is client centered. Our meetings revolve around your family, your stage in life, tolerance for risk, and current financial circumstances. We work with you to find a portfolio which is a good fit for meeting your goals at a level or risk which is appropriate. |
Financial Planning for BusinessesWe have business clients for whom we manage excess working capital. We also help companies who are not satisfied with their current 401k providers transition to a high quality, low cost plan. |
Portfolio ManagementOur approach is client centered. Our meetings revolve around your family, your stage in life, tolerance for risk, and current financial circumstances. We work with you to find a portfolio which is a good fit for meeting your goals at a level or risk which is appropriate. |
Retirement PlanningRetirement cash flow planning is critical to making sure we match a client with the portfolio of assets which is the best fit for their needs. |
401K RolloversWe handle rollover from individuals who have 401k's from previous employers who would like to roll them into IRA's. We also help companies who are not satisfied with their current 401k providers transition to a high quality, low cost plan. |
Insurance PlanningWe help clients make decisions on what insurance coverage they need but lack and then refer them to local insurance agents who can help them. |
AnnuitiesLet us show you less expensive, better performing alternatives to your current annuities. |
Estate Planning & TrustsWe help clients know if they have needs which require an estate attorney's help and can recommend a good attorney if they do. |
Tax Advice and ServicesPart of investment management is taking a view of your taxes and finding ways to reduce taxes while improving your investment returns. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
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Mon. | 8:00 AM - 5:00 PM |
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Tue. | 8:00 AM - 5:00 PM |
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Wed. | 8:00 AM - 5:00 PM |
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Thu. | 8:00 AM - 5:00 PM |
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Fri. | 8:00 AM - 5:00 PM |
| UT NV ID CO WY CA IL AZ WA TX OR NM |
UVEFs EPIC 100 Award, sponsored by EPIC Ventures, recognizes the 100 most buzzed about companies in Utah that are shaping the future of our State.
Highest academic honors for MBA
Pillar is 2015 EPIC 100 Winner
When: 02/06/2016
Details:UVEF's Hot 100 Award, sponsored by EPIC
Ventures, recognizes the 100 most buzzed about
companies in Utah under 5 years old.
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