The McGriff Alliance
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,244,084
Total clients
17
29% high-net worth
Total advisors
2
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
9
Average account size
$1,249,652
About
The McGriff Alliance serves individuals (including high‑net‑worth and non‑HNW clients), trusts, estates, pension and profit‑sharing plans, and also provides advisory services to investment company clients and pooled investment vehicles. Its services include discretionary asset management for individuals, financial planning engagements, referral and selection of third‑party money managers, and insurance brokerage and annuity sales.
The firm constructs customized portfolios using mutual funds, ETFs, equities, annuities and life insurance and employs both strategic and tactical asset‑allocation approaches rather than pure market timing; it offers financial planning through fixed‑fee or hourly arrangements alongside percentage‑of‑AUM management. The McGriff Alliance also serves as sponsor, general partner and manager of a series of private pooled funds (the Designing Strategies Fund series) that invest in life settlements through an arrangement with ASR Alternative Investments and related Advanced Life Settlement Portfolio vehicles, and it provides portfolio management for those pooled vehicles.
Noteworthy for a firm of its type, The McGriff Alliance combines private fund sponsorship and portfolio management for pooled vehicles with insurance sales activity and an affiliation with a certified public accountant, enabling integrated tax, accounting and insurance advice but also creating potential conflicts tied to commission income and third‑party referral arrangements. The firm’s role as a non‑independent sponsor/manager of life‑settlement private funds, its acceptance of commissions and fixed planning fees, and its practice of sharing in third‑party manager compensation are features that distinguish it from most peers.
Client services
Expertise
Fee options
Fixed fee for financial planning services up to $2,500.
$0 - $250,000: 1.95% $250,001 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Insurance product commissions paid to advisor representatives separate from advisory fees.
Up to $250 per hour for financial planning and consultations.
Account minimum: No minimum investment amounts or conditions required for establishing a managed account; however, $50,000 minimum investment required for Private Funds. Minimum fee: Financial planning fees may include a minimum fee of $500. Fee-only: Financial planning hourly fee up to $250/hour; fixed fee up to $2,500.
Main office location
The McGriff Alliance
2201 Providence Park, Suite 100
Birmingham AL 35242, United States
Number of offices
2
Most active in
Alabama · Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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