Joel Mcgriff
Joel Mcgriff is a ChFC-designated registered investment advisor at The Mcgriff Alliance, based in Birmingham, AL, with 42 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 47 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.95% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Some fees may be negotiable under certain circumstances.
Fee Estimator
Location
2201 Providence Park, Suite 100, Birmingham, AL, 35242
Get directionsHistory
Regulatory History (1)
Regulatory
February 2019Other Business ActivitiesSells Insurance
Joel is an officer of McGriff Burrus Alliance, dedicating about half his time to this fixed insurance and independent registered advisor firm. He also jointly owns a rental property with his wife in South Walton Beach, FL, which is not investment-related.
Employment History
Current Registrations
The Mcgriff Alliance
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.