Yann Rousset is a registered investment advisor at Pilotage Private Wealth AG, based in Zurich, with 14 years of industry experience. Yann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 78 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.90% |
| $3.5M - $6.0M | 0.80% |
| $6M+ | 0.80% |
Fees negotiable for accounts over $6 million.
Fee Estimator
Location
Lowenstrasse 40, Zurich, 8001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pilotage Private Wealth AG
Previous Registrations
Pilotage Wealth Management AG
State Registrations1 state
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