Two Pillars Asset Management

Two Pillars Asset Management at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 1 advisor is listed here.
• Its Form ADV reports 1 employee and 30 individual clients, 3 of them high net worth.
• Its average account is about $100,000 (assets it manages divided by its 46 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Two Pillars Asset Management fees

Two Pillars Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, percentage of assets, ongoing planning fee, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Carlos Lopez

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