Charles Jackson is a CFA-designated registered investment advisor at Southeast Asset Advisors, LLC, based in Tallahassee, FL, with 29 years of industry experience. Charles 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
2630 Centennial Place, Tallahassee, FL, 32308
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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
Charles is a partner in both SAA and Lanigan & Associates, P.C., an accounting and consulting firm. He also benefits from SAA's affiliation with Conifer Advisors, LLC, which manages the Conifer Funds, and may recommend these funds to clients.
Employment History
Current Registrations
Southeast Asset Advisors, LLC
Previous Registrations
Lanigan & Associates, P.C.
State Registrations2 states
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