Elizabeth Mcgill is a CFP-designated registered investment advisor at Pilot Retirement Advisors, based in Oceanside, CA, with 5 years of industry experience. Elizabeth 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pilot Retirement Advisors
Previous Registrations
Wwm Financial
State Registrations4 states
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