Supreme Alliance LLC (SALLC) offers consulting, access to third-party investment advisors, and managed account programs. SALLC representatives help clients create investment strategies and financial plans, including advice on estate, retirement, education, insurance, and benefits planning. Clients are responsible for notifying SALLC of any changes to their investment objectives or financial circumstances. SALLC is also a licensed insurance agency, which may create a conflict of interest.
Fee Structure
SALLC offers managed account programs where clients pay a single fee for portfolio management services. The fees are calculated quarterly. SALLC representatives customize investment portfolios based on the client's risk tolerance and investment objectives. SALLC has full discretion over client accounts, but clients can limit this authority in writing. The minimum initial investment is $25,000.