Advisor at The Fiduciary Alliance
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Fiduciary Alliance
Location
Greenville, SC 29601
Credentials
Series 66
Industry experience
6 years
Jordan Roberts is a financial advisor at The Fiduciary Alliance with six years of industry experience. He previously worked at UBS Financial Services and Black Cypress Capital Management. Outside of investment advising, Roberts is an attorney who drafts simple wills and assists small nonprofits with business formation, and he advises young dental professionals on practice management and legal matters. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as to other investment advisers. The firm employs a multi-division structure and uses a mix of fundamental, technical, cyclical, and charting analyses to guide investment decisions.
Based on The Fiduciary Alliance
Based on The Fiduciary Alliance
Financial planning fixed fee between $500 and $40,000, negotiable
$0 - $150,000: $150,000+: Up to 2.00% annually, negotiable, blended tiered fee schedule applied to daily average account value
Commissions received from sale of securities and insurance products by registered representatives, including trail fees from mutual funds
Financial planning hourly fee $350 per hour, negotiable
Performance-based fees (carried interest) up to 25% of profits on specific alternative investments, calculated and paid at the end of the holding period
Account minimum: $150,000 Fee-only: Financial planning fixed fees from $500 up to $40,000 (negotiable); hourly financial planning fees at $350 per hour (negotiable); estate planning fees $1,000 - $3,000 (negotiable)
135 S Main St, Suite 600
Greenville, SC 29601
South Carolina
The Fiduciary Alliance
2020 - Present (6 years)
UBS Financial Services
2019 - 2020 (1 year)
Black Cypress Capital Management
2015 - 2019 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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