How Does STRATEGIC FINANCIAL ALLIANCE, LLC Help Clients?
STRATEGIC FINANCIAL ALLIANCE, LLC is a financial advisory firm that specializes in providing personalized financial planning and investment management services. They work with clients from all walks of life, helping them achieve their specific financial goals and objectives.
Facts and Insights
Founded in 1999, STRATEGIC FINANCIAL ALLIANCE, LLC has been in the business for over 21 years. They currently have over $5 billion in assets under management and a team of over 150 advisors located in various offices across the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | Over 150 | 21 years |
Financial Services Offered
STRATEGIC FINANCIAL ALLIANCE, LLC offers a wide range of financial services to their clients, including:
- Comprehensive Financial Planning
- Investment Management
- Estate Planning
- Retirement Planning
- Insurance Solutions
Client Types
STRATEGIC FINANCIAL ALLIANCE, LLC serves a diverse clientele of individuals, families, and businesses. Their clients come from various industries and have different financial backgrounds and goals. The firm prides itself on building strong relationships with each client and providing tailored solutions to their unique financial needs.
Fees & Compensation
STRATEGIC FINANCIAL ALLIANCE, LLC operates on a fee-based compensation structure, meaning their fees are based on a percentage of the assets under management. This aligns the advisor’s interests with those of their clients, as the firm only benefits when their clients’ portfolios grow.
Background
The team at STRATEGIC FINANCIAL ALLIANCE, LLC consists of experienced financial advisors who hold various certifications and qualifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They continuously stay up-to-date with the latest industry trends and developments to provide their clients with the best possible advice and services.
Financial Advisor Disclosures to Know
As a registered investment advisor with the Securities and Exchange Commission (SEC), STRATEGIC FINANCIAL ALLIANCE, LLC is held to high fiduciary standards. This means they are legally obligated to always act in the best interests of their clients and disclose any conflicts of interest. Additionally, their advisors have a clean disciplinary record, with no recent regulatory or legal actions against them.