Pilot Retirement Advisors helps clients choose an institutional investment manager. They don't offer traditional financial planning or manage bundled-fee programs. They gather client information and recommend an external investment manager, conducting due diligence to ensure proper registration. The external manager typically has authority to make trades without asking first. The firm reviews the manager's performance annually. They also allow clients to open self-directed trading accounts with approval.
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.