Susan Isaacson is a CFP, PFS-designated registered investment advisor at Cx Institutional, LLC, based in Bloomington, MN, with 14 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 4,077 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CX Institutional charges a percentage of the value of your investments, and this fee is negotiable up to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, the complexity of your situation, and your servicing needs. Clients also pay a $10 quarterly fee per account, plus $2.50 per sleeve per quarter, and an additional $2.50 per account quarterly for account aggregation services.
Contact
Susan Isaacson
Location
7900 International Drive, Suite #510, Bloomington, MN, 55425
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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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Susan co-owns Quarry Heights LLC with her brother, a real estate rental business, dedicating minimal time. She also works as a notary for the state of Minnesota, spending minimal time on this activity.
Employment History
Current Registrations
Cx Institutional, LLC
Previous Registrations
Personal Wealth Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations2 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.
Exams
Additional Information
Sue Isaacson is ambitious, welcoming, and committed to the work of changing lives through financial freedom. Her positive attitude and pursuit of excellence allow her to navigate all kinds of financial journeys. Prior to becoming a part of Credent, Sue collected over 35 years of experience serving clients, with a background in retirement, estate planning, tax strategies, and employee benefits.