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Credentials
Series 65
Experience Industry experience
9 years
Location
Remote
Pilotage Private Wealth AG
Supported
Total advisors
2Clients per advisor
31 LowAvg AUM per client
$1,778,382 Very HighHNW client ratio
23% TypicalClaudia Rutishauser is a financial advisor at Pilotage Private Wealth AG with nine years of industry experience. She holds a Series 65 designation and previously worked at Reyl Overseas Ltd for four years before joining Pilotage in 2017. Pilotage Private Wealth offers asset allocation and portfolio management through proprietary model portfolios, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and other businesses. The firm emphasizes diversified, long-term investment strategies using institutional funds and manages accounts on both discretionary and non-discretionary bases.
Based on Pilotage Private Wealth AG
Based on Pilotage Private Wealth AG
Fixed fees for consulting depending on nature and complexity of requirements
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,500,000: 0.90% $3,500,001 - $6,000,000: 0.80% $6,000,001+: Negotiable
Hourly consulting fees charged at fair market rates, depending on complexity and personnel
Account minimum: $3,000,000 Minimum fee: Minimum annual fee of $12,500 generally required, may be negotiable
Texas
9 years of industry experience
Pilotage Private Wealth AG
2017 - Present • 9 years
Zurich
Reyl Overseas Ltd
2013 - 2017 • 4 years
Zurich
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