Pilot Wealth Management offers investment advisory and portfolio services tailored to meet clients’ investment objectives. Pilot Wealth works with clients to determine the appropriate asset allocation for their taxable portfolios and retirement funds. Portfolios are individually designed to meet the client’s current income, risk tolerance, and long-term growth needs in a tax-efficient manner. Pilot Wealth buys and sells individual value-oriented stocks, bonds, mutual funds, and ETFs for its clients. Client services include investment planning, retirement planning, tax planning, estate planning, and education planning.
Assets Under Management$71M
Clients73
Advisors2
Avg. per Client$980K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Management reserves the right to negotiate the fee based on complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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