Southeastern Financial Planning provides financial planning and portfolio management services. Financial planning covers areas like cash management, retirement, education funding, and estate planning. Portfolio management involves creating customized portfolios based on client objectives and risk tolerance, typically using indexed mutual funds and exchange-traded funds.
Assets Under Management$3.8M
Clients3
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$3.8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fee is negotiable based upon the size of the account and/or if the client has multiple accounts within his household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...