How does the advisor help clients – Key Takeaways:
SOUTHLAND INVESTMENTS provides a range of financial services to help clients achieve their financial goals and secure their financial futures. Whether it’s for individuals, families, or businesses, SOUTHLAND INVESTMENTS offers expert guidance and personalized solutions to meet the unique needs of each client.
Facts and Insights
SOUTHLAND INVESTMENTS was founded in 2005 and has been providing financial advice and services for over 15 years. As of 2020, the firm holds assets under management totaling $1.5 billion and has a team of 10 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion (as of 2020) | 10 | Over 15 years |
Financial Services Offered
SOUTHLAND INVESTMENTS has a wide range of financial services to offer, including investment management, retirement planning, tax planning, estate planning, insurance planning, and more. Their team of expert advisors works closely with each client to create customized solutions to help them achieve their financial goals.
Client Types
SOUTHLAND INVESTMENTS caters to a diverse range of clients, including individuals, families, and businesses. They understand that each client has different financial needs and goals, and their services are tailored to meet those unique requirements.
Fees & Compensation
SOUTHLAND INVESTMENTS operates on a fee-based compensation structure, meaning that their fees are based on a percentage of the assets they manage for a client. This ensures that their interests are aligned with their clients’ and they are motivated to help their clients grow their investments.
Background
The team at SOUTHLAND INVESTMENTS is made up of experienced and knowledgeable financial experts who have a deep understanding of the industry and the markets. They have a proven track record of helping clients achieve their financial goals and have built a reputation for providing reliable and trustworthy financial advice.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest or disciplinary actions of their financial advisors. SOUTHLAND INVESTMENTS has a clean record with no reported disciplinary actions and operates with transparency, ensuring that clients are aware of any potential conflicts of interest and are fully informed before making any financial decisions.