Southeast Investments, N.c., INC.

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Southeast Investments offers ongoing investment management based on individual client needs. They develop a personal investment policy through discussions to establish goals and objectives. They manage accounts on a discretionary or non-discretionary basis, and clients can impose reasonable restrictions on investments. They also offer discretionary management services of other investment advisors.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $2.0M1.00%
$2M+1.00%

Fees negotiable for accounts above $2,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Southeast Investments, N.c., INC. | TrueAdvisor