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Featured Business Financial Advisor in Lehi, UT
Lehi Financial Advisors
Pillar Capital
770 East Main Street Suite 310
Lehi, UT 84043
(801) 770-3301
“Investment Science - Not Speculation”
Advisor Profile
Mike Johnson
Name:  Mike Johnson
Phone Number:  (801) 770-3301
Website:  Visit Website

About 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

Gender:    Male
CRD#:    2600801
Firm CRD#:    153191
Name of Custodial Firm:    TD Ameritrade Institutional
States Licensed in:    UT NV ID TX
States Willing to do Business in:    UT NV ID CO WY CA IL AZ WA TX OR NM
Years of Experience in Financial Services:    24
Number of Years with Current Firm:    8
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:    Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs
 

Education

Academic Background
 
BS Accounting Brigham Young University, MBA Marriot School of Management
 

Services

Investment Types:    Bonds, Stocks, Exchange Traded Funds (ETFs), Mutual Funds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, Via email, At your home, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    MBA
Securities Licenses:    Series 63, Series 65
Financial Organization Memberships:    National Association of Estate Planners & Councils (NAEPC), Paladin Registry
 

Firm Information

Firm's Number of Clients:    62
Firm's Number of Planning Clients:    5
Firm's Number of Managed Clients:    62
Assets Managed by Firm:    $45,000,000
Advisor's Number of Clients:    62
Advisor's Number of Managed Clients:    62
Advisor's Number of Planning Clients:    6
Assets Managed by Advisor:    $45,000,000
 

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:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Based on Assets, Hourly
Fee % Based on Assets:    1
Hourly Rate:    250
 
 
 

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