Robert Wood
Robert Wood is a CFP-designated registered investment advisor at Southland Equity Partners, LLC., based in Asheville, NC, with 40 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,766 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Southland Equity Partners charges a fee for managing investment portfolios based on a percentage of the total assets under management, billed quarterly in advance. Clients can choose between a breakpoint schedule or a tiered fee schedule, with annual rates not exceeding 2.25%. Asset-based fees are calculated using the market value of assets at the end of the previous quarter.
Location
9 Golf Street, Asheville, NC, 28801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a statutory agent and recommends/sells insurance products as needed, dedicating minimal time to this activity. He also owns Wood Asset Management, where he spends about half his time providing investment advice and portfolio management.
Employment History
Current Registrations
Southland Equity Partners, LLC.
Previous Registrations
Southland Equity Partners, LLC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Travelers Equities Sales, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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