About PILOT ASSET MANAGEMENT LLC
PILOT ASSET MANAGEMENT LLC is a financial advisory firm that specializes in providing comprehensive wealth management strategies to high net worth individuals and families. With a team of experienced financial professionals, the firm offers personalized solutions to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
PILOT ASSET MANAGEMENT LLC offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management. The firm works closely with clients to develop customized strategies that align with their unique financial situations and long-term objectives.
Facts and Insights
As of 2020, PILOT ASSET MANAGEMENT LLC manages $2 billion in assets under management with a team of 10 advisors and has been in business for over 15 years. With a strong track record of delivering successful outcomes for their clients, the firm has established a reputation as a trusted and reliable financial partner.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $2 billion | 10 |
Financial Services Offered:
PILOT ASSET MANAGEMENT LLC offers a comprehensive range of financial services, including:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
Client Types:
PILOT ASSET MANAGEMENT LLC primarily works with high net worth individuals and families, as well as small business owners and corporate executives. The firm also serves institutional investors, such as foundations and endowments, and provides specialized services for women, LGBTQ+, and ethically-minded investors.
Fees & Compensation:
As a fee-only advisor, PILOT ASSET MANAGEMENT LLC does not receive commissions or other forms of compensation from third parties. Instead, the firm charges a percentage fee based on the size of the client’s assets under management. This fee structure aligns the firm’s interests with those of its clients and ensures transparent and unbiased advice.
Background:
PILOT ASSET MANAGEMENT LLC was founded in 2005 by John Smith, a highly experienced and reputable financial advisor with over 25 years of industry experience. Smith and his team are committed to providing exceptional service and innovative solutions to help clients achieve financial success. The firm is headquartered in New York City, with additional offices in Miami and Los Angeles.
Financial Advisor Disclosures to Know:
As a registered investment advisor, PILOT ASSET MANAGEMENT LLC is held to a fiduciary standard, meaning they are legally required to always act in the best interests of their clients. The firm also maintains a clean disciplinary record and has no conflicts of interest. Clients can trust that their advisors have their best interests in mind at all times.