Supreme Alliance LLC
Assets Under Management
$18.3M
Number of Clients
78
Number of Advisors
16
Average Client AUM
$234K
AUM per Advisor
$1.1M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Supreme Alliance LLC (SALLC) offers consulting, third-party investment advisor (TPIA) programs, and managed account programs. They assist clients with investment strategy and financial planning, including estate, retirement, education, insurance, and benefits planning. Clients are responsible for notifying SALLC of any material changes.
Fee Structure
SALLC offers consulting services with fees up to $500 per hour or fixed fees ranging from $500 to $5,000 per plan. They also offer TPIA programs where fees are determined by the TPIA. For Assets Under Management, the maximum annual fee is 3% and is negotiable. The minimum initial investment in the Assets under Management Programs is $25,000.00.
Areas of Practice
Location
NC, United States