Susan Bowers is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
12626 High Bluff Dr Ste 350, San Diego, CA, 92130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan operates her LPL business under the DBA Seapoint Wealth Advisors LLC. She also has a business entity, Red Grass Partners, INC, established in 2015 for tax/investment purposes only.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Rjl Advisors
The Advisors Group, INC.
Raymond J. Lucia Companies, INC.
State Registrations1 state
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