Assets Under Management
$113.6M
Number of Clients
323
Number of Advisors
2
Average Client AUM
$352K
AUM per Advisor
$56.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Southeast Financial Advisors offers personalized financial planning, tax preparation, accounting, and investment management to individuals, pension plans, trusts, estates, charities, corporations, and businesses. Investment advice is an integral part of financial planning, covering cash flow, college, retirement, tax, and estate planning.
| 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