Client Bill of Rights
Quality of Service
You are entitled to a high level of proactive, courteous service from all associates at Pillar Wealth Advisors, LLC.
You have the right to work with a trustworthy, dependable, independent Wealth Planner focused on your journey toward known and measurable goals. Your Wealth Planner will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook and management philosophy. Your Wealth Planner will present portfolio reviews no less than annually and will be available to answer the questions that matter to you as they arise.
Recommendations Based Upon Your Needs
You have the right to independent and un-conflicted advice and recommendations based upon your defined needs, risk tolerances, and goals. Through integrated Wealth Planning, your goals and needs are clearly-defined and constantly-monitored.
You have the right to the strictest levels of confidentiality with information provided to the Pillar Wealth Advisors team. Pillar Wealth will protect all information to the highest standards outlined by SEC, FINRA, state and regulatory agencies. And your information will NEVER be sold or otherwise transmitted to other third-parties without your approval.
You have the right to a transparent relationship and to clearly know the costs for planning and portfolio advisory services. In all communications from Pillar Wealth Advisors, we will strive to be clear and concise. If you have a question, it is our duty to answer it for you in an understandable way.
You have the right to a prompt response from the Pillar Wealth Advisors team. As your Trusted Advisor, we commit to returning your calls by the end of each business day. Should a request require additional research, our team will set a clearly-defined timeframe for our follow-up.
You have the right to be communicated to in a timely manner. As your Trusted Advisor, our goal is to provide you with information before the question arises, regardless of the medium used.
You have the right to continual education along your journey toward your financial goals. Through education, Pillar Wealth Advisors will create reasonable expectations and achievable scenarios in the development and constant monitoring of your Wealth Plan.
You have the right to receive best execution in all that we do. Portfolio transactions will be executed in a timely manner, at the best available price in accordance with the best execution standards, and with prompt third-party confirmation. All interactions with Pillar Wealth Advisors will be timely, precise, and promptly completed.
You have the right to accurate third-party reporting of all managed accounts. Your statements will identify all account positions held, cash receipts, and disbursements made through Pillar Wealth Advisors.