The William Allan Corporation is a registered investment advisor offering asset management, consulting, and financial planning services. For asset management, they create tailored portfolios using stocks, bonds, ETFs, and mutual funds, reviewing and rebalancing them quarterly. They may offer discretionary or non-discretionary portfolio management. Consulting services include investment portfolio review, tax planning, and cash-flow analysis. Financial planning services involve analyzing a client's financial situation and objectives to develop a written plan. They also provide advice on rollovers from retirement accounts.
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.