Southland Equity Partners manages investment portfolios and provides personalized financial planning for individuals, high net worth individuals, pension and profit-sharing plans, and businesses. Southland Equity Partners creates customized portfolios based on client objectives, risk tolerance, and tax considerations, offering both discretionary and non-discretionary management. In addition to direct asset management, Southland Equity Partners recommends unaffiliated portfolio managers and provides retirement plan consulting services. Services can cover personal finance, tax and cash flow, retirement, estate planning, insurance, and investments. Southland Equity Partners operates with a focus on tailoring strategies to individual client needs.
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.