Southeast Asset Advisors, LLC

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Total assets under management

$3,717,428,235

Total clients

285

64% high-net worth

Total advisors

of 15 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$13,043,608

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Flat fees for specific financial planning or project-based services are negotiated at the time of engagement; no specific amounts stated.

Percentage

$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%

Project-based

Hourly charges are reported in SEC Form ADV Part 1 but specific hourly rates are not stated in the brochure.

Performance-based

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.

Other

Account minimum: $1,000,000

Disclosures

Business activities & affiliations

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.

Main office location

Southeast Asset Advisors, LLC

314 Gordon Avenue

Thomasville GA 31792, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 229-226-8839

Advisors at this firm

Thomas L

Series 63, Series 65

Mobile, AL

Southeast Asset Advisors, LLC

Bernard L

Series 65

Thomasville, GA

Southeast Asset Advisors, LLC

Mark S

CFP®, Series 65

Thomasville, GA

Southeast Asset Advisors, LLC

Jacob O

CFP®

Thomasville, GA

Southeast Asset Advisors, LLC

Granger O

Series 66

Charleston, SC

Southeast Asset Advisors, LLC

Charles J

CFA®, Series 65

Tallahassee, FL

Southeast Asset Advisors, LLC

Frank M

CFP®, Series 65

Tallahassee, FL

Southeast Asset Advisors, LLC

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