Plan Pilot, LLC is a large advisory firm based in Baxter. It manages $34.62 million of regulatory assets for 300 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Minnesota.
Plan Pilot provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Plan Pilot, LLC is $34.62 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Plan Pilot, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Paul Benson has been acting as President since 1 Jan 2008. David Michael Lauer joined the executive team most recently as the Ceo, Chief Compliance Officer.
The principal office where Plan Pilot, LLC performs its advisory services is located at 14275 Golf Course Drive, #140, Baxter, MN 56425, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (218) 829-2224. The normal business hours are 8-5 on Monday - Friday.