Emiliano Caban is a registered investment advisor at Autopilot, based in New York, NY, with 13 years of industry experience. Emiliano operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 132,559 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Autopilot Advisers offers two tiers of service:
- Basic Tier: No advisory fee. Clients manually instruct their broker to make trades based on Autopilot's recommendations.
- Premium Tier: Clients pay a technology and licensing fee (T&L Fee) ranging from $29.99 to $199.99 per quarter or $99.99 to $699.99 per year, per Pilot (investment strategy). Autopilot intends to charge an additional percentage-based fee on assets managed in the Premium Tier in the future, ranging from 0.25% to 1% annually. This fee will be calculated on the average daily balance of assets in the Premium Tier product. Clients in the Premium Tier can instruct Autopilot to automatically rebalance their portfolios.
Location
821 Broadway, 4th Floor, New York, NY, 10003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Emiliano is a co-founder of Specifically Vague Co, LLC, a legal and compliance thought leadership platform. This activity takes minimal time and is not investment-related.
Employment History
Current Registrations
Autopilot
Previous Registrations
Mercury Investment Services LLCBroker
Mercury Advisory, LLC
Fruitful
Secfi Advisory Limited
Secfi Securities, LLCBroker
M1 Finance
M1 Finance LLCBroker
Wealthfront
Wealthfront Brokerage CorporationBroker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
B. C. Ziegler and CompanyBroker
B. C. Ziegler and Company
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
The Huntington Investment Company
The Huntington Investment CompanyBroker
State Registrations1 state
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