Bernard Lanigan is a registered investment advisor at Southeast Asset Advisors, LLC, based in Thomasville, GA, with 22 years of industry experience. Bernard 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
314 Gordon Avenue, Thomasville, GA, 31792
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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
Bernard is a Principal of SAA and the managing partner and founder of Lanigan & Associates, P.C., an accounting and consulting firm. He also benefits from SAA's affiliation with Conifer Advisors, LLC, a fund manager, and may recommend clients invest in Conifer Funds.
Employment History
Current Registrations
Southeast Asset Advisors, LLC
Previous Registrations
Lanigan & Associates, P.C.
State Registrations1 state
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