How does the advisor help clients – Key Takeaways:
The McGriff Alliance provides expert financial advice and solutions to clients looking to secure their financial future. They offer a wide range of services, customizable to fit each client’s unique needs. With their comprehensive approach and deep understanding of financial markets, their experienced advisors work to help clients achieve their financial goals and build long-term wealth.
Facts and Insights:
Founded in 2002, The McGriff Alliance has been in business for 19 years. With a team of 12 experienced financial advisors, they currently manage over $2 billion in assets for their clients. The firm specializes in wealth management, financial planning, investment management, and retirement planning services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $2 billion |
| Number of Advisors | 12 |
| Time in Business | 19 years |
Financial Services Offered:
The McGriff Alliance offers a variety of financial services to help clients achieve their financial goals. These services include, but are not limited to:
- Wealth management and investment advisory
- Retirement planning and income planning
- Tax planning and optimization
- Estate planning and trust services
- Insurance and risk management solutions
- Business succession planning
- Education planning
Client Types:
The McGriff Alliance caters to a diverse client base, including individuals, families, small business owners, and high net worth individuals. They understand that each client has unique financial goals and priorities, and their services are tailored to meet these specific needs.
Fees & Compensation:
The McGriff Alliance operates on a fee-only basis, meaning they do not receive any commissions or fees from the sale of financial products. This ensures that their advisors act in the best interest of their clients and there are no conflicts of interest. Their fees are based on a percentage of assets under management and are discussed and agreed upon with clients before any services are provided.
Background:
The McGriff Alliance is backed by McGriff, a subsidiary of BB&T Insurance Holdings, Inc., which is a part of Truist Financial Corporation, one of the largest financial services companies in the United States. This partnership provides The McGriff Alliance with resources, technology, and support to deliver top-notch financial services to their clients.
Financial Advisor Disclosures to Know:
As with any financial advisor, it is important to understand their background and any potential conflicts of interest. The McGriff Alliance is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC). They are required to provide a Form ADV, which includes information about the firm, its advisors, services, fees, and potential conflicts of interest. This document is available to the public and can be requested from the firm.