Fee Only Financial Planner What is a fee only financial planner? Before choosing to hire a financial planner, it’s important to understand how fee-only financial planners and fee-based financial planners are paid. So, what is the difference between those two? A fee-only advisor such as Pillar Wealth Management, LLC. who works with clients with $5 to $500 million … Read more
It seems like the average American chooses the latter. According to a recent survey conducted by CNBC, about 75% of Americans manage their own money without any professional help from top financial advisors. Only 17% of the remaining 25% use the services of a financial advisor. As per the National Finance Educators Council, wrong money decisions have cost … Read more
Private Wealth Management There are many organizations and individuals out there who offer financial services. But how do you know who to trust your wealth with as someone with a high net-worth? Sure, you could have different advisors for the range of your financial needs. These fragmented relationships with an accountant, a banker, a tax … Read more
What is a financial adviser and why do you need one as a high net-worth individual? Everyone has different financial goals, depending on the stage of life they’re in. While thirty-somethings might be focusing on paying off student loans and becoming a homeowner, someone in their early sixties will have different needs. Perhaps they’ll be … Read more
But what can you do if you want to change your situation? That’s where a financial advisor can help. This article explains whether you need a financial advisor, while also clarifying what they do, and whom they work with. At the end, you’ll have the answer to the question, “Do I need a financial advisor?” … Read more
Pillar Wealth Management specializes in investment management and works with high net worth and ultra-high net worth clients with $5 million to $500 million in investable assets. Click here to book a free consultation with us. Use our list to start your search for the perfect investment advisor that meets your family’s needs. For those of you with … Read more
10 Tips for How to Find the Best Financial Advisor Near You A falling out with your previous advisor, a sudden change in income or net worth, a new financial scenario that is beyond your ability to handle confidently, you’ve just never had one and have reached your limit of managing money all on your … Read more
Is a Local Financial Advisor Better than One Farther Away? Should You Hire a Local Financial Advisor? Proximity Offers some Potential Perks, but Service, Customization, and Expertise Win the Day Especially for high net worth and ultra-high net worth investors, choosing a financial advisor is one of the most important decisions you will ever make. Whether searching … Read more
See the Prediction that Came True, Confirming the Problem with Cookie Cutter Investment Plans Are you looking for the ideal asset allocation for ultra-high net worth household portfolios? STRATEGIES FOR FAMILIES WORTH $5 MILLION TO $500 MILLION 7 Secrets To High Net Worth Investment Management, Estate, Tax and Financial Planning The insights you’ll discover from … Read more
We’re about to reveal six ways we do that. But first, some terminology. “Saving” money means that you retain more of what’s yours by avoiding unnecessary losses. “Finding” money means you make more money than you otherwise would have. Here are seven ways we can save and find at least $100,000 for every $10 million … Read more
