Pilot Investment Services offers financial planning and investment management. Financial planning is limited and provided alongside portfolio management, covering cash flow, retirement, and insurance. Investment plans are tailored to client goals and risk tolerance. Pilot manages investments on a discretionary basis, but clients can impose restrictions. The firm primarily invests in ETFs, stocks, bonds, and options.
Assets Under Management$1.5M
Clients9
Advisors1
Avg. per Client$170K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Pilot may negotiate special fee arrangements where Pilot deems appropriate under the circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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