Southeast Asset Advisors (SAA) offers wealth management services, including portfolio management and consulting, to individuals, families, endowments, foundations, and corporate/public pension plans. SAA works with clients to understand their financial situation, goals, and risk tolerance, then develops an investment and asset allocation plan. SAA manages portfolios on a discretionary basis, investing in mutual funds, stocks, bonds, ETFs, and separate account managers.
Assets Under Management$3.7B
Clients339
Advisors8
Avg. per Client$11M
Avg. per Advisor$460M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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