PlanPilot offers consulting services to retirement plan sponsors and institutional investors. These services include plan design, administration consulting, investment manager evaluation and selection, and ongoing investment performance and plan monitoring. PlanPilot also provides fiduciary training and support to plan sponsors and their retirement plan committees.
Assets Under Management$5.6B
Clients172
Advisors8
Avg. per Client$32M
Avg. per Advisor$700M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
One-Time Plan:$6,500 - $60,000
Hourly Rate:$100 - $400/hr
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