Southeast Investments, N.c., INC.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Southeast Investments, N.C. Inc. is a North Carolina registered investment advisor offering individual portfolio management, financial planning services, and selection of other advisors. They develop personalized investment policies based on client goals, risk tolerance, and liquidity needs, managing accounts on a discretionary or non-discretionary basis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable above $2,000,000.
Fee Estimator
The annual fee for portfolio management is based on a percentage of assets under management. The fee is 2% for assets less than $250,000, and 1% for assets between $250,000 and $2,000,000. Fees above $2,000,000 are negotiable. A minimum of $100,000 in assets is required, but this may be negotiable. Hourly fees for financial planning services or portfolio reviews range from $100 to $500 per hour and are negotiable.
Areas of Practice
Location
820 Tyvola Road, Suite 104, Charlotte, NC, 28217-3528