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. |
| I work with the following types of clients: | Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks, Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | Via email, At your home, Via phone, At your office |
Qualifications & Memberships |
| Financial Organization Memberships: | National Association of Estate Planners & Councils (NAEPC), Paladin Registry |
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 |
Compliance |
| Registered Investment Advisor: | Yes |
| Investment Advisor Representative: | Yes |
| I am an acknowledged fiduciary: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | Fee Only |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee |
| Fee % Based on Assets: | 1 |
| Hourly Rate: | 250 |
| 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 |
| BS - Accounting |
Brigham Young University - Provo, Utah
September 1987-April 1993 |
| MBA - Management |
Brigham Young University - Provo, UT
August 2001-July 2003 |
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
Financial Advice & Consulting |
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We 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 Individuals |
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Our 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 Businesses |
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We 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. |
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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 |
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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