The McGriff Alliance provides financial planning and investment management services tailored to individual client needs. They analyze financial goals to design specific portfolios, focusing on tax efficiency and risk management, especially for retirees and those planning for retirement. The firm manages investments on a discretionary basis, using mutual funds, ETFs, equities, and annuities to build diversified portfolios.
Assets Under Management$21M
Clients47
Advisors2
Avg. per Client$450K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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