Southeast Capital Management Ltd (SCM) offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. SCM requires authority to make trades without asking first. SCM invests in equities and exchange traded funds (ETFs). SCM may refrain from rendering any advice or services concerning securities of companies in which SCM may have substantial economic interest or other conflict, unless SCM discloses such conflict to Client before providing such advice or services with respect to Client’s account.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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