Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mark Fletcher is a Registered Investment Advisor associated with Southeast Asset Advisors, LLC. David has been in the industry since January 1991 and is currently registered with the state of Florida. David is also a partner in both Southeast Asset Advisors, LLC and Lanigan & Associates, P.C., a separate accounting and consulting firm. The firm's primary business is managing the Conifer Funds.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
05/29/2003 - Present
Southeast Asset Advisors, LLC (TALLAHASSEE FL)
Active
Inactive
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