Pillar Wealth Management Co.

Pillar Wealth Management Co. is a registered investment adviser that has been providing investment advice since January 2002. The firm specializes in offering investment management services to various clients, including individuals, trusts, pension and profit-sharing plans, corporations, estates, and other entities. The firm's investment management services are provided on a discretionary basis, where clients' investments are managed continuously based on their objectives. Pillar Wealth Management Co. typically recommends establishing brokerage accounts with Charles Schwab & Co., Inc. for clients. The firm's fee structure is based on the value of the account assets, with fees ranging from 0.80% to 1.50% annually, depending on the account size. Clients may also incur fees from Third-Party Managers if advised to place a portion of their account with them. Pillar Wealth Management Co. primarily uses fundamental analysis when evaluating client securities and may also consider technical market factors. The firm acts as a fiduciary, putting clients' best interests first. Clients have investment discretion, allowing Pillar Wealth Management Co. to buy and sell investments on their behalf without obtaining specific consent for each trade. The firm does not have any disciplinary information to report regarding its representatives. For more detailed information, including the educational backgrounds and business experiences of the firm's key personnel, please refer to the full brochure.