| 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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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Michelle is a Vice-President at Southeast Financial Advisors, LLC, a registered investment advisor (RIA). She dedicates nearly full-time hours to this role, focusing on trading, cashiering, and client relationship management.