Southeast Financial Advisors provides financial planning, tax preparation, accounting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm offers investment advice after consulting with clients about their financial objectives, cash flow, tax planning, insurance, investment management, education funding, retirement planning, and estate planning. Clients can hire other professionals like lawyers and accountants as needed.
Assets Under Management$110M
Clients323
Advisors2
Avg. per Client$350K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 negotiated. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...