Pilot Wealth Management is an independent registered investment advisor located in Portland, Oregon. Pilot Wealth Management offers personalized investment management and comprehensive financial planning tailored to each client's goals, risk tolerance, and time horizon. The firm manages portfolios using strategies divided across growth, moderate growth, and income models, investing in individual stocks, bonds, mutual funds, and exchange-traded funds. In addition to portfolio management, Pilot Wealth Management provides services covering retirement planning, tax planning, estate planning, education savings, insurance review, and business consulting. Client accounts are held at Charles Schwab & Co., and the firm acts in the client's best interest as a fiduciary.
Fee Structure
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 fees based on complexity.