Patrick Mcgill
Patrick Mcgill is a CFP-designated registered investment advisor at Pilot Retirement Advisors, based in Oceanside, CA, with 10 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pilot Retirement Advisors recommends external investment managers for your portfolio. These managers charge between 1.00% and 1.60% annually, paid monthly or quarterly. Pilot Retirement Advisors receives a portion of this fee, ranging from 0.75% to 1.00%, for their ongoing consultation. The total combined fee will not be greater than 2.00% of the value of your portfolio.
Location
Oceanside, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2020Employment History
Current Registrations
Pilot Retirement Advisors
Previous Registrations
Robertson Investment Management
Howard Capital Management, INC.
Johnson Wealth INC.
Cleary Gull INC.
Cleary Gull INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.