The Strategic Financial Alliance
Assets Under Management
$470.9M
Number of Clients
1,394
Number of Advisors
117
Average Client AUM
$338K
AUM per Advisor
$4.0M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
The Strategic Financial Alliance, Inc. (SFA) offers portfolio management through its Strategic Choice Program. SFA works with advisory representatives to offer clients a personalized approach to implementing an individualized investment strategy designed to offer a diversified, long-term approach to meeting personal investment goals. The program is available to various client types.
Fee Structure
SFA offers two fee structures: an All-Inclusive Account (Wrap Fee) and a Non-Inclusive Account (Non-Wrap Fee). Fees are negotiable. The All-Inclusive program includes advisory fees and non-transaction-related fees, while the Non-Inclusive program includes advisory fees and transaction costs. Transaction charges for the Non-Inclusive program are $4.00 per transaction. If you elect to include alternative investments in your account, the custodian will assess an annual fee of $50.00 for the purchase, redemption of registration of the security, in addition to a $35.00 per position for registered securities, or $125.00 for unregistered securities.
Areas of Practice
Location
2200 Century Parkway, Suite 500, Atlanta, GA, 30345