Advisor at Southeast Asset Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Thomasville, GA 31792
Credentials
CFP®, Series 65
Industry experience
23 years
Mark Saussy is a Principal at Southeast Asset Advisors, LLC with 22 years of industry experience. He holds the CFP® designation and Series 65 license and has been with Southeast Asset Advisors since 2012. The firm has an affiliate, Conifer Advisors, LLC, which manages the Conifer Funds, and Mr. Saussy participates in the income and gains from personal investments in these funds. Southeast Asset Advisors, LLC provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients, including corporate and public pension plans. The firm manages discretionary and non-discretionary accounts with a focus on individualized portfolios across various asset classes and is notable for its role as a manager of multiple private funds and pooled vehicles, including its majority-owned Conifer Advisors.
Based on Southeast Asset Advisors, LLC
Based on Southeast Asset Advisors, LLC
Negotiated per project for other financial services such as estate planning, cash flow planning, tax planning, insurance review
$0 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.65% $10,000,000+: 0.50%
Negotiated per engagement, details not specifically stated in brochure
Performance-based fees charged for certain private funds (Conifer Funds) managed by the firm and other arrangements for qualified clients; details vary and are disclosed in private fund offering documents.
Account minimum: $1,000,000
314 Gordon Avenue
Thomasville, GA 31792
Florida · Georgia · Texas
Southeast Asset Advisors, Inc.
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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