Pilot Asset Management provides investment management services, investing in stocks, bonds, mutual funds, exchange traded funds, and options. The firm works with individuals, trusts, and corporations, jointly determining investment objectives with each client. Clients can add to or withdraw from their accounts at any time, though withdrawals may impact long-term investment goals.
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.