Allan Paull
Allan Paull is a registered investment advisor at Virji Investments, INC., based in Lake Mary, FL, with 17 years of industry experience. Allan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 58 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.60% |
| $500K - $1000K | 1.20% |
| $1M+ | 1.00% |
Passively managed portfolios using ShariaPortfolio ETFs are charged 0.50% on all account values. Fees may be negotiable.
Fee Estimator
Location
1331 S. International Pkwy, Suite 2291, Lake Mary, FL, 32746
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Allan has been an insurance agent since 1991. This activity requires minimal time.
Employment History
Current Registrations
Virji Investments, INC.
Previous Registrations
Shariaportfolio, INC.
Investors Capital Advisory
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.