The Portfolio Pilot Academy: Stop Loosing Money and Start Taking Control
The Portfolio Pilot Academy: Stop Losing Money and Start Taking Control
The financial markets have never been more accessible. With a few taps on your phone, you can invest in stocks, bonds, or ETFs. But here’s the problem: millions of people still rely on outdated systems and trust financial advisors who often care more about their commissions than your financial future.
The Portfolio Pilot Academy (PPA) was created to flip the script. This isn’t just another course; it’s a movement to empower you to take control of your investments and stop letting advisors siphon away your hard-earned money.
Led by retired SEC-registered fee-only fiduciary financial advisors with 138 years of combined experience managing over $782 million in assets, the Portfolio Pilot Academy equips you with the same expertise these pros used to build wealth for their clients.
Wake Up to the Real Cost of Advisors
Financial advisors have built a reputation as indispensable partners in managing wealth. But here’s the truth they won’t tell you:
Less than 0.5% of advisors consistently beat the S&P 500.
Advisors typically charge 1.5% of your portfolio annually. Over time, this fee eats away at your returns.
Mutual funds and 401(k)s often hide fees that cost you 3–5% annually. These include expense ratios, turnover costs, and tax drag.
Every dollar you pay in fees is a dollar that can’t compound and grow. Over time, this can cost you hundreds of thousands—or even millions—of dollars.
Let’s be clear: the financial industry profits from keeping you in the dark. They don’t want you to know how much you’re really losing, and they certainly don’t want you to take control of your investments.
What Fees Really Cost You
Let’s break it down with real numbers. Imagine you start with a $500,000 portfolio, and it grows at an average annual rate of 9%.
With no fees, in 15 years, you’d have $1.82 million.
With a 1.5% annual advisor fee, that drops to $1.48 million. You lose $420,771.
With 3% in combined advisor and fund fees, your portfolio shrinks to $1.2 million. That’s a staggering $622,962 gone.
These losses aren’t just about the fees. It’s the compounding growth those fees could have generated if they stayed invested. Over time, those lost dollars could have multiplied into life-changing wealth.
What Makes the Portfolio Pilot Academy Different?
The Portfolio Pilot Academy isn’t just another course. It’s a customized, hands-on program designed to make you the expert on your portfolio.
Here’s what sets us apart: live, one-on-one instruction with your personal coach. This isn’t a series of cookie-cutter videos. It’s a dynamic learning experience tailored to your unique financial goals.
Here’s What You’ll Get:
10+ Hours of Personal Guidance: Work directly with an instructor who’s a retired fiduciary financial advisor.
Recorded Zoom Sessions: Every call is recorded and sent to you with a written summary, so you can review it anytime.
Actionable Strategies: Learn how to evaluate investments, rebalance your portfolio, and structure it for long-term success.
Unparalleled Support: No other program offers this level of one-on-one instruction.
When you graduate, you won’t just understand your portfolio—you’ll know how to manage it like a pro.
The PPA Advantage: Real Results, Lifetime Value
The Portfolio Pilot Academy gives you tools that no advisor will ever offer. You’ll walk away with:
A custom-written financial plan designed for your life goals.
An Investment Policy Statement (IPS) that serves as your financial roadmap.
The ability to reduce fees, boost returns, and create tax-efficient investments.
Confidence to build and manage a portfolio that grows with you.
And here’s the kicker: you only pay once. For a one-time fee—often less than what you’d pay an advisor in a single year—you get lifetime access to this program.
The Cost of Doing Nothing
Let’s put it in perspective:
The Bottom Line: Your Money, Your Control
Let’s face it: nobody will care more about your money than you do. The Portfolio Pilot Academy equips you to protect your wealth and grow it with confidence.
With personalized guidance, custom tools, and real-world strategies, this program transforms your approach to investing. It puts the power back in your hands—where it belongs.
So here’s the question: How much are you willing to lose by staying with the status quo?
Your Next Move
The financial industry counts on you staying uninformed. Don’t give them that power.
For a one-time investment, the Portfolio Pilot Academy offers you lifetime access to a program that can save you hundreds of thousands of dollars and set you up for financial independence.
Don’t wait for another year of missed opportunities and wasted fees. Take control of your financial future today.
The choice is simple: Will you step up and make a change, or will you keep paying for someone else’s gain?
