| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $2.0M | 1.40% |
| $2M+ | 1.40% |
Fees over $2,000,000 are negotiable.
C/O 107 Manly Street, Greenville, SC, 29601
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Learn about disclosures →Brian is the President and Owner of Southeast Financial Advisers, a Registered Investment Advisor and insurance business. He dedicates nearly full-time hours to this activity, primarily during market hours.