Course Pilot Financial manages client investments held at Fidelity Investments using model portfolios. They also provide advice on assets held elsewhere. Their services include recommendations on financial goals, asset allocation, and security selection, along with ongoing monitoring and advice.
Assets Under Management$1M
Clients6
Advisors1
Avg. per Client$170K
Avg. per Advisor$1M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.30% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee is calculated at the household level, not per account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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