Billy Wess Mcgriff
Advisor at The McGriff Alliance — Pisgah, AL
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.
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.
Credentials
Series 63
Experience Industry experience
21 years
Location
Pisgah, AL 35765
The McGriff Alliance
Supported
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.
Based on The McGriff Alliance
Based on The McGriff Alliance
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.
Pisgah, AL
111 D Thornton Street, Gorham's Bluff
Pisgah AL 35765
Advisors at this office
1
Alabama
21 years of industry experience
Manufactures Life Ins. Co.
1993 - Present • 33 years
Birmingham, AL
Sage Ventures, Inc
1978 - Present • 48 years
Albertville, AL
Mcgriff Dowdy & Associates, P.C.
1975 - Present • 51 years
Albertville, AL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
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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