Southeast Asset Advisors, LLC is a reputable investment advisory firm located in Thomasville, GA. With a team of 15 dedicated professionals, 9 of whom specialize in investment advisory services, the firm boasts a wealth of expertise and experience.
Their impressive track record is reflected in their average assets under management per investment advisor, which stands at approximately $216,030,000. This figure surpasses the industry average, solidifying Southeast Asset Advisors' position as a leader in the field.
The firm's compensation structure is diverse and tailored to meet the unique needs of their clients. It includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and flexibility in their client relationships.
With a robust client base of over 110 individuals, Southeast Asset Advisors oversees a staggering $3,239,114,000 in assets under management. Impressively, 66% of these assets are under their discretionary management, showcasing their clients' trust in their expertise and decision-making.
Operating from five strategically located offices, Southeast Asset Advisors is deeply rooted in the local community, establishing strong connections and fostering long-term relationships. The firm takes pride in its team of highly experienced professionals, including Bernard Lanigan, Charles Jackson, and Frank Mercer, who have demonstrated remarkable dedication and tenure.
Whether clients seek assistance with wealth management, financial planning, or investment strategies, Southeast Asset Advisors, LLC is committed to providing exceptional service and tailored solutions to help individuals and families achieve their financial goals.