A complete list of active advisors currently associated with Course Pilot Financial LLC
Warmer can help you find a great advisor at Course Pilot Financial LLC or one who fits your needs even better.
Course Pilot Financial LLC is a single-advisor independent advisory firm that provides investment management and financial advice to individual households and, in some cases, institutional clients. The firm manages client assets using model portfolios custodied at Fidelity Investments and also offers advisory guidance for assets that clients hold away. Course Pilot implements model-based portfolio management with ongoing monitoring and recommendations on asset allocation, security selection, and progress toward financial goals. Managed relationships are billed on a percentage-of-AUM basis, and the firm will, in special cases, provide hourly financial advice for discrete engagements. What is distinctive is the combination of a very small, boutique practice—managing roughly $1 million for a handful of clients—with the uncommon capability to provide portfolio management for institutional clients. The mix of model-driven management, held-away asset advice, and occasional hourly work reflects a compact, flexible service model not typical among solo independent advisors.
To learn more about the advisors currently working at Course Pilot Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Austin, TX
| 19
|
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