Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
14 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% TypicalYann Rousset is a financial advisor at Pilotage Private Wealth AG with 14 years of industry experience. He holds a Series 65 designation and has been with Pilotage Private Wealth AG since 2013, following a tenure at Pilotage Wealth Management AG from 2009 to 2016. Pilotage Private Wealth AG provides investment advisory and consulting services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs proprietary model portfolios and a combination of fundamental, technical, and quantitative analysis to manage assets, with a focus on tax-sensitive legacy positions for U.S. taxpayers and a cross-border client base.
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
14 years of industry experience
Pilotage Private Wealth AG
2013 - Present • 13 years
Zurich
Pilotage Wealth Management AG
2009 - 2016 • 7 years
Pfaffikon, Schwyz
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)