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Samuel Borland

Equity Investment CORP
23 Years of Experience
Boynton Beach, FL
Broker
View SEC Summary
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Samuel Borland is a registered investment advisor at Equity Investment CORP, based in Boynton Beach, FL, with 23 years of industry experience. Samuel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 6,761 clients with $3.5B in assets under management.

Equity Investment CORP
Compensation
Fee-Only (% of Portfolio)
Firm Size
16 advisors
Number of Clients
6,761 clients
Average Client Portfolio
$519K average
Assets Under Management
$3.5B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Management fees range from 0.30% to 1.00% per year based on account size, type, and servicing needs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4542 Gleneagles Drive, Boynton Beach, FL, 33436

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Samuel is a Senior Director at Equity Investment Corporation since 2015. This investment-related activity takes nearly full-time hours and occurs during trading hours.

Employment History
Current Registrations
Equity Investment CORP
October 2016 - Present · 10 yrs
Foreside Funds Distributors LLC
May 2015 - Present · 11 yrs 5 mos
Foreside Funds Distributors LLCBroker
May 2015 - Present · 11 yrs 5 mos
Previous Registrations
Jfb Holdings CORP
September 2015 - October 2017 · 2 yrs 1 mo
Sentinel Financial Services CompanyBroker
July 2010 - February 2014 · 3 yrs 7 mos
Managers Distributors, INC.Broker
April 2006 - July 2010 · 4 yrs 3 mos
Dws Scudder Distributors, INC.Broker
September 2001 - April 2006 · 4 yrs 7 mos
State Registrations5 states
CAFLGAPRTX
AdvisorBroker

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
No exam information available for this advisor.
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