The Fiduciary Alliance
Assets Under Management
$1.9B
Number of Clients
6,662
Number of Advisors
40
Average Client AUM
$288K
AUM per Advisor
$48.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fiduciary Alliance LLC manages tailored investment portfolios based on client needs, offering continuous advice. They also provide comprehensive financial planning, evaluating clients' financial states and goals. Services include business planning, cash flow management, college savings, estate planning, insurance analysis, retirement planning, and tax strategies.
Fee Structure
Investment management fees can be up to 2.00% annually, negotiable and pro-rated quarterly. Some alternative investments may incur a performance-based fee (Carried Interest) of up to 25% of profits above a threshold. Financial planning fixed fees range from $500 to $40,000, while hourly fees are $350/hour, both negotiable. All clients engaging in Investment Management Services must either engage in Comprehensive Financial Planning or meet a $150,000 minimum of assets under management.
Areas of Practice
Location
135 S Main St, Suite 600, Greenville, SC, 29601