RP
RP

Rebecca Leigh Page

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
300 clients
Average Client Portfolio
$12.6M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.50%
$5M+0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

25 Bull Street, Suite 502, Savannah, GA, 31401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Southstate Advisory, INC.
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Suntrust Investment Services, INC.
September 2006 - May 2007 · 8 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.