Thomas Leland is a registered investment advisor at Southeast Asset Advisors, LLC, based in Mobile, AL, with 28 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 339 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
2401 Old Shell Rd, Ste C, Mobile, AL, 36607
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Thomas is a Principal in SAA, which has an affiliate, Conifer Advisors, LLC, that manages the Conifer Funds. SAA receives distributions and fees from Conifer Advisors, benefiting Thomas as an owner, and Thomas may recommend clients invest in Conifer Funds.
Employment History
Current Registrations
Southeast Asset Advisors, LLC
Previous Registrations
Raymond James & Associates, INC.
Morgan Keegan & Company, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.