Michael Vlahandreas is a registered investment advisor at Pilot Asset Management LLC, based in Winnetka, IL, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 173 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Registrant also offers a selection of mutual funds for 401k investors who invest their funds through Registrant. Under the 401k program, clients pay a fee of 0.50% and manage their own funds from a selection of mutual funds provided by Registrant. 401k clients also have the option to grant discretionary authority to Registrant and pay the 1% fee. Fees may be negotiable.
Fee Estimator
Location
560 Green Bay Road, Suite 300, Winnetka, IL, 60093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pilot Asset Management LLC
State Registrations2 states
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