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Billy Mcgriff

Advisor at The McGriff Alliance

Updated today

Location

Pisgah, AL 35765

Credentials

Series 63

Industry experience

21 years

About

Billy Mcgriff is a financial advisor with The McGriff Alliance, holding a Series 63 designation and over 21 years of industry experience. His career includes long-term roles with Manufactures Life Insurance Company, Sage Ventures, Inc., and Mcgriff Dowdy & Associates, P.C. He serves as a trustee of a charitable trust and is involved in real estate development and tax and accounting services. The McGriff Alliance provides advisory services to individuals, trusts, estates, pension and profit-sharing plans, and investment company clients. The firm offers discretionary asset management, financial planning, third-party money manager referrals, and insurance brokerage, employing both strategic and tactical asset allocation and sponsoring private pooled funds focused on life settlements.

Client services

Based on The McGriff Alliance

Financial planning Portfolio management Selection of other advisers Quarterly newsletter

Expertise

Based on The McGriff Alliance

General retirement planning General tax planning Annuities Wealth management

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Fee options

Fixed

Fixed fee for financial planning services up to $2,500.

Percentage

$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%

Commissions

Insurance product commissions paid to advisor representatives separate from advisory fees.

Project-based

Up to $250 per hour for financial planning and consultations.

Other

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.

Location

111 D Thornton Street , Gorham's Bluff

Pisgah, AL 35765

Most active in

Alabama

Work history

Manufactures Life Ins. Co.

1993 - Present (33 years)

Sage Ventures, Inc

1978 - Present (48 years)

Mcgriff Dowdy & Associates, P.C.

1975 - Present (51 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Scottsboro, AL

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