The William Allan Corporation is an investment advisory firm based in Fort Collins, Colorado, with an additional office in Long Beach, California. The firm has been in business since 2004 and is wholly owned by Jason Crawshaw. The firm offers personalized asset management, financial consulting, and financial planning services. For asset management, The William Allan Corporation builds tailored portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and options, and reviews accounts on at least a quarterly basis. Clients have the option to set reasonable restrictions on their investments. The firm also provides financial planning through a digital platform and personal consultations, delivering a written plan covering retirement, taxes, and other financial goals. Additionally, the firm offers hourly consulting for specific financial questions and tax preparation services through an affiliated accounting firm.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum investment advisory fee is 1.50% annually, billed quarterly in arrears. Subject to a $500 minimum annual fee. Fees may be negotiable under certain limited circumstances.