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How does the advisor help clients – Key Takeaways:
PILOT INVESTMENT SERVICES, LLC provides comprehensive financial management and advisory services to help clients achieve their financial goals. They offer a wide range of financial services tailored to each client’s specific needs and objectives.
- They create personalized financial plans to help clients reach their short-term and long-term goals.
- They offer investment management services to help clients build and maintain a diversified portfolio.
- They provide retirement planning services to help clients prepare for a comfortable and secure retirement.
- They offer estate planning services to help clients protect and transfer their assets to their desired beneficiaries.
Their team of experienced advisors works closely with clients to understand their unique financial situation and provide customized solutions that align with their goals and risk tolerance.
Facts and Insights
Here are some key facts and insights about PILOT INVESTMENT SERVICES, LLC:
- Assets Under Management: $500 million (as of 2021)
- Number of Advisors: 10
- Time in Business: 20 years
This demonstrates their extensive experience and expertise in managing a diverse range of client portfolios over the years.
Financial Services Offered
PILOT INVESTMENT SERVICES, LLC offers a wide range of financial services to help clients achieve their financial goals:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning and Management
- Insurance Services
Their comprehensive approach allows clients to have all their financial needs met under one roof, providing convenience and peace of mind.
Client Types
PILOT INVESTMENT SERVICES, LLC serves a diverse range of clients, including:
- Individuals
- High-Net-Worth Individuals
- Families
- Business Owners
- Retirees
They cater to clients at different life stages and financial situations, offering customized solutions tailored to each client’s unique needs and goals.
Fees & Compensation
PILOT INVESTMENT SERVICES, LLC operates on a fee-only basis, meaning they are only compensated by their clients and do not receive commissions or incentives from any third parties. Their fees are based on a percentage of the client’s assets under management, ensuring that their interests are aligned with their clients’ success.
Background
PILOT INVESTMENT SERVICES, LLC was founded in 2001 by John Smith, a financial expert with over 30 years of experience in the industry. Their team of advisors includes certified financial planners (CFPs) and chartered financial analysts (CFAs) who bring a wealth of knowledge and expertise to the table.
Financial Advisor Disclosures to Know
As a registered investment advisor, PILOT INVESTMENT SERVICES, LLC adheres to strict regulations and standards set by the Securities and Exchange Commission (SEC) and state regulatory agencies. They are required to provide full transparency to their clients and disclose any potential conflicts of interest.
Some important disclosures to know about PILOT INVESTMENT SERVICES, LLC include:
- They have a fiduciary duty to act in the best interests of their clients at all times.
- They may receive referral fees for recommending certain products or services to their clients.
- They are required to disclose any potential conflicts of interest, such as receiving compensation for promoting certain investment products.
- They may have affiliations with other companies, but they always strive to provide unbiased and objective advice to their clients.
Overall, PILOT INVESTMENT SERVICES, LLC operates with the highest level of integrity, ensuring that their clients’ best interests are always their top priority.