Susan Dixson is a CFP-designated registered investment advisor at Headland Capital, based in Mt. Pleasant, SC, with 30 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, 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
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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.
Learn about disclosures →Other Business Activities
Susan operates her LPL business under the DBA Coastal Wealth Management and provides investment advisory services through Headland Capital, LLC, dedicating full-time hours to this activity. She also spends minimal time on a family business and works as a Registered Representative for LPL Financial LLC.
Employment History
Current Registrations
Headland Capital
LPL Financial LLCBroker
Previous Registrations
Maryland Financial Group, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Queens Road Securities, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
Wheat, First Securities, INC.Broker
State Registrations1 state
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.