Mark Saussy is a CFP-designated registered investment advisor at Southeast Asset Advisors, LLC, based in Thomasville, GA, with 22 years of industry experience. Mark 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
Mark is a principal in SAA, which has an affiliate, Conifer Advisors, LLC, that manages the Conifer Funds. Mark benefits from distributions and fees paid to SAA by Conifer Advisors, and also participates in the income/gains/losses from personal investments in the Conifer Funds.
Employment History
Current Registrations
Southeast Asset Advisors, LLC
Previous Registrations
Lanigan & Associates, P.C.
State Registrations3 states
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