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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for accounts above $2,000,000.