The Pilot's Advisor refers clients to third-party money managers (TPMMs) based on their individual needs and financial objectives. They monitor the TPMM's performance to ensure alignment with client goals. The firm may receive commissions for referring clients to insurance agents, creating a potential conflict of interest. Clients are not obligated to use referred third-party services.
Fee Structure
The Pilot's Advisor does not directly manage your investments. Instead, they recommend third-party money managers (TPMMs). You'll pay the TPMM directly, and The Pilot's Advisor shares in that fee. The combined fee you pay to both The Pilot's Advisor and the TPMM will be no more than 2.00% of the value of your portfolio. The Pilot's Advisor's share ranges from 0.25% to 0.99% of your portfolio's value, depending on the TPMM they recommend. Fees may be negotiable.