Two Pillars Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Two Pillars Asset Management is a small independent registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, high‑net‑worth clients, ERISA plans, and charitable organizations. Its services include ongoing asset management (including management of fee‑based annuities and “held‑away” participant accounts), financial planning and estate‑planning coordination, and subadvisory/co‑advisor arrangements with third‑party managers and platforms.
The firm blends faith‑based investing—screening investments for alignment with client values on a best‑efforts basis—with quantitative, fundamental, and model‑driven allocation processes and periodic rebalancing. Two Pillars also functions as a model portfolio provider, delivering quarterly model signals to unaffiliated advisers, and acts as a liaison to third‑party managers while coordinating multidisciplinary planning teams for ongoing client support.
Noteworthy features relative to peers include explicit pension consulting and ERISA 3(21) limited‑scope fiduciary services and a client mix that includes charitable organizations, both of which are less common for firms of this type. The brochure also highlights that the firm offers institutional‑style services—model portfolio licensing, subadvisory relationships and co‑advisor fee‑sharing arrangements—while managing about $4.6 million in client assets across roughly 30 client relationships.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Estate planning flat fees ranging from $1,500 to $3,500; fixed fees for financial planning from $2,000 to $4,000; third party money manager fees vary (disclosed prior to engagement).
$0 - $999,999: 1.85% $1,000,000 - $3,999,999: 1.65% $4,000,000 - $6,999,999: 1.45% $7,000,000 - $9,999,999: 1.25% Over $10,000,000+: 1.05%
Financial planning services hourly rate of $400 per hour.
Wealth Navigator Consulting fixed monthly fees of $3,000 (basic) and $3,500 (complex) payable monthly in arrears.
Account minimum: $300,000 Minimum fee: ERISA plan services have a minimum flat fee of $2,000 until plan assets reach $200,000. Fee-only: Hourly financial planning fee of $400 per hour; fixed fees for financial planning from $2,000 to $4,000; fixed monthly fees for Wealth Navigator Consulting program ranging from $3,000 to $3,500 depending on complexity.
Main office
2591 Dallas Parkway, Suite 300
Frisco TX 75034
Advisors at this office
1
Most active in
Texas
Also doing business as
Jachin & Boaz Asset Management, LLC · Two Pillars · Two Pillars Asset Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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