Mark
Saussy

Southeast Asset Advisors, LLC

CRD#4520380
Investment Advisor
in Thomasville, GA

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About this Advisor

Mark Saussy is a financial advisor working out of Thomasville, Georgia who has 20 years of relevant experience. Saussy is on the advisory team at Southeast Asset Advisors, LLC. They have spent their entire career at Southeast Asset Advisors, Llc. Saussy maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Florida, Georgia and Texas. Southeast Asset Advisors, LLC is a registered investment company headquartered in Thomasville, GA. The firm has offices in four locations and a total of 15 advisors. It oversees $3 billion in total assets among its 1,296 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to 21 charities and foundations. Of its 1,296 customer accounts, 52% are associated with high-net-worth clients who have greater than $1 million in assets. Southeast Asset Advisors, LLC has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fees billed by Southeast Asset Advisors, LLC can be comprised of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

314 Gordon Avenue
Thomasville, GA 31792

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Southeast Asset Advisors, LLC Brokerage Details

Total Assets Under Management

$3,239,114,249

GA Average: $3,570,121,308
Total Number of Employees

15

GA Average: 58
Total Number of Accounts

1,296

GA Average: 1,608
Average Account Size

$2,499,317

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Mark Saussy Work History

Mark has been registered as a financial advisor for 20 years.*

2012 - Present (12 years)

Southeast Asset Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Saussy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Southeast Asset Advisors, LLC

Mark Saussy
Thomasville, GA
Jacob Odum
Thomasville, GA
Granger Osborne
Charleston, SC
Edward Johnson
Thomasville, GA
Thomas Leland
Mobile, AL
David Fletcher
Tallahassee, FL
Charles Jackson
Thomasville, GA
Frank Mercer
Tallahassee, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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