Advisor at Two Pillars Asset Management
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Firm
Two Pillars Asset Management
Location
Frisco, TX 75034
Credentials
Series 63, Series 65, Series 66
Industry experience
13 years
Carlos Lopez is the sole advisor at Two Pillars Asset Management in Frisco, TX. He holds Series 63, 65, and 66 designations and has 13 years of industry experience. His prior roles include positions at CWM Advisors, LLC d/b/a Inspire and Creative Financial Designs, Inc. Two Pillars Asset Management provides discretionary asset management and financial planning to individuals, high-net-worth clients, ERISA retirement plans, and charitable organizations. The firm employs a process that combines quantitative and fundamental analysis, modern-portfolio theory, and faith-based screening to align investments with client values, and offers specialized services such as ERISA pension consulting and model-portfolio licensing.
Based on Two Pillars Asset Management
Financial planning fixed fees between $1,600 and $3,600; ongoing consulting programs $3,000-$3,500/month; basic estate planning fees $1,500-$3,500
$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 offered at $400 per hour
Account minimum: $300,000 minimum (with discretion to waive or lower) Minimum fee: ERISA Plan Services: higher of $2,000 flat fee or 1% of plan assets Fee-only: Financial planning hourly fee $400/hour; fixed fees $1,600-$3,600; ongoing fixed fee programs $3,000-$3,500/month; basic estate planning $1,500-$3,500 flat fee
2591 Dallas Parkway, Suite 300
Frisco, TX 75034
Texas
Jachin & Boaz Asset Management, LLC dba Two Pillars
2019 - Present (7 years)
CWM Advisors, LLC d/b/a Inspire
2016 - 2018 (2 years)
Creative Financial Designs, Inc
2015 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 66
Frisco, TX
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