Eric Cox
Eric Cox is a registered investment advisor at Headland Capital, based in Mt. Pleasant, SC, with 32 years of industry experience. Eric 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, Insurance Planning, and 3 more. Their firm serves 1,307 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $1.5M | 1.50% |
| $1.5M+ | 1.50% |
Fee is negotiable above $1,500,000. The percentage for the highest range of portfolio value applies to all assets.
Fee Estimator
Location
300 West Coleman Blvd., Suite 204, Mt. Pleasant, SC, 29464
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric is involved in several business activities, including angel investing, real estate rental, and operating as a DBA for LPL business. He also hosts a non-financial radio show and provides investment advisory services through Headland Capital, LLC, dedicating full-time hours to this role.
Employment History
Current Registrations
Headland Capital
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Maryland Financial Group, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Ing Financial Partners, INC.Broker
Nylife Securities LLCBroker
Pruco Securities CorporationBroker
State Registrations15 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.