Susan Copeland is a CFP-designated registered investment advisor at Hippocratic Financial Advisors, based in Homewood, AL, with 10 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 382 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee for portfolio management services is generally up to 1.5% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. There is no minimum annual fee, and our advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
Homewood, AL
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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 works part-time as a spin instructor at YMCA MT. Brook, dedicating a few hours per week. She also uses Everplanning Collective as a business entity for receiving advisory-related compensation, but it does not engage in direct advisory activity.
Employment History
Current Registrations
Hippocratic Financial Advisors
Previous Registrations
Avantax Planning Partners, INC.
Bridgeworth Wealth Management
Cahaba Wealth Management, INC.
Pmd Advisory
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.