Southeastern Advisory Services INC
Assets Under Management
N/A
Number of Clients
35
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Southeastern Advisory Services, Inc. provides performance measurement and investment consulting services. They assist various entities, including public funds, corporations, and high-net-worth families, in meeting their fiduciary duties and investment objectives. Services include investment policy development, asset allocation, and investment manager search.
Fee Structure
Our fees are negotiable and can be a fixed percentage of assets, a fixed price, or an annual retainer fee. The size of the asset pool, complexity of the investment program, number of money managers, client location, and meeting frequency influence the fees.
Areas of Practice
Location
190 Ottley Dr, Suite B-2A, Atlanta, GA, 30324