Patrick Mcgill
Patrick Mcgill is a CFP-designated registered investment advisor at Pilot Retirement Advisors, based in Carlsbad, CA, with 10 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 25 clients with $42M 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 | 1.70% |
External managers charge a total annualized fee ranging from 0.83% to 1.70% for sub-advisor accounts and 1.00% to 1.60% for third-party managers. Pilot Retirement Advisors receives 0.75% to 1.00% of this fee. The combined total fee will not exceed 2.00%.
Fee Estimator
Location
Carlsbad, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2020Employment History
Current Registrations
Pilot Retirement Advisors
Previous Registrations
Robertson Investment Management
Howard Capital Management, INC.
Johnson Wealth INC.
Cleary Gull INC.
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Elizabeth Mcgill, CFPPilot Retirement Advisors
- Nannette Belt, CFPInspiration Financial Planning
- Ashley Bleckner, CFPEllevest
- Andrew Marshall, CFPAndrew Marshall Financial LLC
- Darcy Wolfe, CFPEdward Jones
- Matthew Brayer, CFPCarlsbad Wealth Advisory Group, INC.