Samuel Borland is a registered investment advisor at Equity Investment CORP, based in Boynton Beach, FL, with 23 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 6,039 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EIC's management fees range from 0.30% to 1% per year of the assets they manage. These fees are negotiable. The fees are billed quarterly in advance. If you terminate your account, any unearned fees will be refunded, and any earned, unpaid fees will be due. Several clients are invested solely in the EIC Value Fund, in which case no management fee is charged by EIC since a management fee is already included in the Fund.
Location
4542 Gleneagles Drive, Boynton Beach, FL, 33436
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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.
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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
Foreside Funds Distributors LLC
Foreside Funds Distributors LLCBroker
Previous Registrations
Jfb Holdings CORP
Sentinel Financial Services CompanyBroker
Managers Distributors, INC.Broker
Dws Scudder Distributors, INC.Broker
State Registrations5 states
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.