Southland Equity Partners provides investment advice and financial planning services to individuals, high net worth individuals, pension/profit sharing plans, and businesses. Services include creating financial plans covering personal, tax, retirement, estate, insurance, and investment needs. They also offer direct asset management services, constructing portfolios based on client objectives and risk tolerance. Southland Equity Partners may recommend unaffiliated portfolio managers for specific asset classes.
Fee Structure
Southland Equity Partners offers investment management services on a fee-only basis. The fee is based on the market value of your investments at the end of the previous quarter. The fee may be paid by direct withdrawal from your account or by check or credit card. Transaction fees may be included in your advisory fee, or paid separately by you or Southland Equity Partners. You will also pay internal fees charged by mutual funds or exchange traded funds.