Jyoti Marshall is a registered investment advisor at The William Allan Corporation, based in Oak Park, CA, with 5 years of industry experience. Jyoti operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 239 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The William Allan Corporation's investment management fee is a maximum of 1.50% annually, based on the value of your account. The fee is calculated quarterly, and may be negotiable in limited circumstances. There is a $500 minimum annual fee for asset management services.
Location
Oak Park, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jyoti is the Owner, President, and a CPA at JM Accounting & Consulting Inc. since May 2020. This activity is not investment-related.
Employment History
Current Registrations
The William Allan Corporation
State Registrations1 state
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