Brandon Cox
Brandon Cox is a CFP-designated registered investment advisor at Coastline Complete Wealth LLC, based in Bluffton, SC, with 15 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 186 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Coastline Complete Wealth's wealth management fees range from 0.75% to 1.25% annually, based on factors like the complexity of services, the level of assets managed, and the overall relationship. The fee includes securities transaction and custody fees. Fees are negotiable at the advisor's discretion. The firm may use independent managers, but the total blended fee will not exceed 1.25% annually.
Location
255 New Riverside Village W Way, Unit 202, Bluffton, SC, 29910
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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 ActivitiesSells Insurance
Brandon sells fixed insurance, dedicating minimal time to this activity. He also owns Coastline Complete Wealth, LLC, which facilitates securities, advisory, and insurance business, taking up all of Brandon's time.
Employment History
Current Registrations
Coastline Complete Wealth LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Edward Jones
Edward JonesBroker
State Registrations3 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.