Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CX Institutional charges a Program Fee based on a percentage of assets under management, up to 2.00%, but this fee is negotiable. The actual fee depends on factors like the representative assigned, assets invested, complexity, and servicing needs. Clients could pay different fees for similar services. There is a $10 quarterly fee per account, plus $2.50 per sleeve per quarter, and an additional $2.50 per account quarterly for account aggregation services. Financial planning clients typically pay 50% of the estimated fee as a retainer.
Areas of Practice
Advisor Information
Office location
7900 International Drive, Suite #510, Bloomington, MN, 55425
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Susan Gay IsaacsonRegulatory 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.
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Susan co-owns Quarry Heights LLC with her brother, a real estate rental business, dedicating minimal time. She also works as a notary for the state of Minnesota, spending minimal time on this activity.
Employment History
Current Registrations
Cx Institutional, LLC
Previous Registrations
Personal Wealth Partners LLC
LPL Financial LLC
LPL Financial LLC Broker
American Express Financial Advisors INC. Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
Exams
Additional Information
Sue Isaacson is ambitious, welcoming, and committed to the work of changing lives through financial freedom. Her positive attitude and pursuit of excellence allow her to navigate all kinds of financial journeys. Prior to becoming a part of Credent, Sue collected over 35 years of experience serving clients, with a background in retirement, estate planning, tax strategies, and employee benefits.