Pilot Capital Management Corp offers investment management services where they manage your investments based on your goals and risk tolerance. They may use sub-advisors to manage parts of your account. PCMC also offers financial planning, which includes evaluating your current and future financial situation to predict cash flows, asset values, and withdrawal plans. PCMC also offers services to retirement plans.
Assets Under Management$17K
Clients24
Advisors1
Avg. per Client$700
Avg. per Advisor$17K
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.45% |
| $250K - $750K | 1.20% |
| $750K - $2.0M | 0.85% |
| $2M+ | 0.55% |
Fees are negotiable. PCMC also uses sub-advisors and platform services, which have different fee structures. For assets held away, PCMC charges 1.50% on the first $1,000,000 and 1.00% on amounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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