The Fiduciary Alliance Fees & Minimum

Overview

Headquarters: Greenville, SC
Total Firm Assets: $2.5 billion
Average High-Net-Worth Client Portfolio Size: $0.5 million

Fee Disclosure

Source: TFA ADV 2A (2026-02-09) · View brochure text

Min	Max	Disclosed Annual Rate
$0	and above	2.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$20,000	2.00%
$5 million	$100,000	2.00%
$10 million	$200,000	2.00%
$50 million	$1,000,000	2.00%
$100 million	$2,000,000	2.00%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 44.74%
Number of High-Net-Worth Clients: 2,388
Total Client Accounts: 9,155
Discretionary Accounts: 8,921
Non-Discretionary Accounts: 234

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 284924

TFA ADV 2A (2026-02-09) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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The Fiduciary Alliance