Southeast Financial Advisors
Assets Under Management
$113.6M
Number of Clients
323
Number of Advisors
2
Average Client AUM
$352K
AUM per Advisor
$56.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Southeast Financial Advisors offers financial planning, tax preparation, accounting, and investment management services to individuals, pension plans, trusts, estates, charitable organizations, corporations, and business entities. Services are tailored to individual client needs and may include investment advice, cash flow management, tax planning, insurance review, retirement planning, and estate planning.
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
Location
C/O 107 Manly Street, Greenville, SC, 29601