Rajyashree Jalan is a registered investment advisor at Managed Account Advisors LLC, based in Jersey City, NJ, with 12 years of industry experience. Rajyashree operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,446,258 clients with $990B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients participating in the program pay an account fee that is a percentage of the assets in their portfolio. This fee is comprised of two parts:
- Bank Management Fee — Paid to Bank of America for its services, with rates set forth in individual client agreements and subject to negotiation based on market value, asset allocation, and related accounts.
- Style Manager Expense — Ranging from 0.00% to 0.50% annually, this fee compensates the specific investment manager handling the chosen strategy and does not change based on portfolio size.
Location
525 Washington Blvd, Jersey City, NJ, 07310
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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 Activities
Rajyashree's spouse is the sole proprietor of Global Macro Investments LLC, a business development company involved in international trade of goods and natural resources, in which Rajyashree has no involvement. Rajyashree also co-owns two rental properties with family members, dedicating minimal time to these ventures.
Employment History
Current Registrations
Managed Account Advisors LLC
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.
Exams
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