Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Southeast Investments, N.C. Inc. provides continuous asset management based on clients' individual needs, goals, and risk tolerance. Services include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Investment recommendations include various securities and partnerships.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable above $2,000,000.
820 Tyvola Road, Suite 104, Charlotte, NC, 28217-3528