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
Fiduciary Alliance LLC provides tailored investment portfolios and comprehensive financial planning. Financial planning covers business, cash flow, college savings, employee benefits, estate, insurance, investment, retirement, risk, and tax planning. They may use third-party investment managers and receive performance-based fees on alternative investments.
135 S Main St, Suite 600, Greenville, SC, 29601