Advisor at Southeast Asset Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Southeast Asset Advisors, LLC
Location
Thomasville, GA 31792
Credentials
Series 65
Industry experience
22 years
Flat fees for specific financial planning or project-based services are negotiated at the time of engagement; no specific amounts stated.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.50%
Hourly charges are reported in SEC Form ADV Part 1 but specific hourly rates are not stated in the brochure.
Performance-based fees are charged in private funds managed by Conifer Advisors (a related entity), including asset-based fees and a percentage of net profits above a threshold; available only to qualified clients with net worth of at least $2,200,000 or $1,100,000 in assets under management.
Account minimum: $1,000,000
Southeast Asset Advisors, Inc.
1991 - Present (35 years)
Lanigan & Associates, P.C.
1976 - Present (50 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Thomasville, GA
Wiregrass Asset Management
Series 65
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MMHP Investment Advisors
Series 63, Series 65
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MMHP Investment Advisors
Series 63, Series 66
Summerville, SC
Premier Wealth Partners, LLC
Series 63
Thomasville, GA
AMB Wealth, LLC
CFP®, Series 65
Thomasville, GA
Southeast Asset Advisors, LLC
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