Granger Osborne is a registered investment advisor at Southeast Asset Advisors, LLC, based in Charleston, SC, with 20 years of industry experience. Granger 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
701 E. Bay Street, Suite 416, Charleston, SC, 29403
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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
Granger is a Principal in SAA, which has an affiliate, Conifer Advisors, LLC, that manages the Conifer Funds. Granger benefits from distributions and fees paid to SAA by Conifer Advisors and may invest in Conifer Funds personally or recommend them to clients.
Employment History
Current Registrations
Southeast Asset Advisors, LLC
Previous Registrations
Family Asset Management, LLC
Family Asset Management, LLC
Solaris Capital, LLC
State Registrations1 state
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.