Advisor at Southland Equity Partners, Llc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Southland Equity Partners, Llc.
Location
Makawao, HI
Credentials
Series 63, Series 65
Industry experience
27 years
Financial planning fixed fees generally range from $500 to $10,000 per project; Retirement plan consulting fixed fees range from $500 to $100,000.
$0+: Up to 2.25% for financial planning asset-based fees (varying) $0+: 10-100 bps (0.10%-1.00%) for retirement plan consulting for $0-$20,000,000 AUM $20,000,001 - $40,000,000: 5-50 bps (0.05%-0.50%) for retirement plan consulting $40,000,001+: 3-25 bps (0.03%-0.25%) for retirement plan consulting
Advisor may receive commissions as registered representatives or insurance agents related to financial planning services and retirement plan services; commissions range from 20 to 150 bps on plan assets for retirement plan products.
Financial planning hourly fees range from $50 to $300 per hour; Retirement plan consulting hourly fees range from $50 to $300 per hour.
Account minimum: $50,000 Fee-only: Direct Asset Management Services fees charged as fee-only based on market value of assets; Financial planning fees charged as fixed fee ($500-$10,000), hourly fee ($50-$300/hour), or asset-based fees (up to 2.25%). Retirement plan consulting fees may be fixed, hourly, basis points, commissions, or combination.
Southland Equity Partners
2014 - Present (12 years)
Fsc Securities Corporation
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 66
Wailuku, HI
Edward Jones
Series 66
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Edward Jones
CFP®, Series 66
Pukalani, HI
Edward Jones
Series 63, Series 66
Kihei, HI
Edward Jones
Series 63, Series 66
Wailuku, HI
Edward Jones
Series 65
Kula, HI
Burdick Wealth Management, LLC
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