National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Mike Johnson

Pillar Capital

770 East Main Street Suite 310

Lehi, UT 84043
(801) 7703301

Investment Science - Not Speculation

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

Firm Start Year

2010

CRD#

2600801

Firm CRD#

153191

Name of Custodial Firm

TD Ameritrade Institutional

States Licensed in

UT NV ID TX

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

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

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

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

Qualifications & Membership

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

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Fee % Based on Assets

1

Hourly Rate

250

Education

BS - Accounting

Brigham Young University
September 1987 - April 1993

MBA - Management

Brigham Young University
August 2001 - July 2003