Susan Copeland is a CFP-designated registered investment advisor at Hippocratic Financial Advisors, based in Homewood, AL, with 11 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 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% |
Annual fee is generally up to 1.5% depending on asset value and service complexity. Fees are negotiable.
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.
Learn about disclosures →Other Business Activities
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.
Exams
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