TrueAdvisor
TrueAdvisor
KM
CFP
KM
CFP

Komal Gopal Motwani

Yanni & Associates Investment Advisors, LLC
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Yanni & Associates Investment Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
104 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$160.0M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
Minimum Annual Fee:$2,500

Location

2000 Corporate Drive, Suite 450, Wexford, PA, 15090

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Yanni & Associates Investment Advisors, LLC
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Yanni & Associates Investment Advisors, LLC
April 2018 - May 2021 · 3 yrs 1 mo
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.