Billy Mcgriff
Billy Mcgriff is a registered investment advisor at The Mcgriff Alliance, based in Pisgah, AL, with 21 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
111-D Thornton Street, Gorham'S Bluff, Pisgah, AL, 35765
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Billy is a trustee of a charitable trust, overseeing real estate and other assets, dedicating minimal time. He also works as a real estate developer (about 10-20% of his time) and provides tax and accounting services (about 10% of his time).
Employment History
Current Registrations
The Mcgriff Alliance
Previous Registrations
The Mcgriff Alliance
State Registrations1 state
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