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Frank John Mercer

Southeast Asset Advisors, LLC

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About Frank John Mercer

Frank Mercer is a Registered Investment Advisor in the state of Florida. Frank is also a Certified Financial Planner. Frank has been associated with Southeast Asset Advisors, LLC since 12/1991. Frank holds Series 65 license. Frank Mercer is affiliated with Lanigan & Associates, P.C. and Conifer Advisors, LLC. Frank's area of expertise is in portfolio management for businesses, portfolio management for individuals, portfolio management for pooled investment vehicles, financial planning and pension consulting.

Firm Information

Frank Mercer is currently registered with Southeast Asset Advisors, LLC. Southeast Asset Advisors, LLC is an investment advisor headquartered in THOMASVILLE, GA, with a total of $3,747,179,661 in regulatory assets under management. The firm provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. The firm's clients include individuals (including high-net-worth individuals), charitable organizations, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
Southeast Asset Advisors, LLC

314 GORDON AVENUE

THOMASVILLE, GA 31792

$3.75B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Frank Mercer’s Registration & Firm History

FL

08/07/1997 - Present

Southeast Asset Advisors, LLC (TALLAHASSEE FL)

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Licenses & Designations

IA

Issued 01/24/1997

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Frank John Mercer.
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