Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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 are negotiated for accounts over $2,000,000. The fee percentage from the previous tier ($500,000 to $1,999,999) is used as the starting point for negotiation.
Fee Estimator
Fees are based on a percentage of assets under management, hourly charges (maximum $350/hour), or fixed fees, and are negotiable. Financial plan fees depend on complexity. Follow-up work is billed separately at an agreed rate. Investment management fees are based on the market value of assets managed. Current client relationships may exist where the fees are higher or lower than the fee schedule. A retainer of up to $500 is customary to begin financial planning services.
Areas of Practice
Advisor Information
Office location
C/O 107 Manly Street, Greenville, SC, 29601
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Michelle is a Vice-President at Southeast Financial Advisors, LLC, a registered investment advisor (RIA). She dedicates nearly full-time hours to this role, focusing on trading, cashiering, and client relationship management.