Client Reviews on AGSI
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Derek handles all my personal finances. He pays close attention to detail and makes suggestions as my needs change or the market fluctuates.
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Pilkington was the administrator of our company's retirement plan. In my opinion they are the epitome of what is wrong with the 401k system (google John Oliver 401k if you don't know what I'm talking about). While the fund selection was wider than most plans, the funds had high fees and little options for low cost investing. The lowest cost fund was over 0.5% for an index fund with most funds over 1%. In fact the plan had no funds available under 0.5% while having roughly 27 over 2%. On top of that the plan’s additional “net asset fee” varied year to year from a semi-reasonable 0.36% to a whopping 0.93%. This might not sound like a lot, but remember, 2% in fees can eat away a quarter or more of your savings. More and more companies have lost lawsuits over high 401k fees (look it up!). When we first enrolled we made mistakes on our paperwork (of our own doing), but after for-whatever-reason not receiving our revised paperwork, our funds were placed in a low-performing default fund with no additional follow-up. Perhaps we were just soured from this initial interaction, but we never felt they sincerely wanted to help us improve our retirement saving. We felt that they were more annoyed than anything by our repeated requests for fee information and attempting to open a self-directed brokerage, despite it showing as an option on our online portal and as an option in our original plan documents. Needless to say, we do not recommend Pilkington for retirement plan management or otherwise. In fact, why not save yourself buckets of money and put it directly in a couple low cost (0.06% range) index funds (Schwab, Vanguard, etc) and you will beat the performance of 80% of actively managed money anyways.
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I have done business with the Pilkington family on several occasions. You would be hard pressed to find a better group of people anywhere! Even though I have relocated to the Denver area, anytime I need financial services in the future, the team at Pilkington Financial will be my choice!
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Thank you Pilkington Financial Services for your dedication and time with helping me make sure both me and my family are taken care of now and in the future. Your industry experience and passion to help me secure the things that are important to me have been second to none. You listened to my wants/needs and did a fabulous job carving out a roadmap to fit those needs/wants.Also, I really enjoy your monthly newsletter in my email that comes with 4 or 5 good articles to read that keep me in the loop.~ Cheers!
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