Elizabeth Mcgill is a CFP-designated registered investment advisor at Pilot Retirement Advisors, based in Carlsbad, CA, with 6 years of industry experience. Elizabeth 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
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 →Employment History
Current Registrations
Pilot Retirement Advisors
Previous Registrations
Wwm Financial
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
- Patrick 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.