David Fesmire
David Fesmire is a registered investment advisor at Coordinated Wealth Management, L.L.C., based in Hendersonville, TN, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 96 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Coordinated Wealth Management offers investment advisory services on a fixed annual fee basis, ranging from $5,000 to $25,000. The fee depends on factors like the amount of assets to be managed, account complexity, and the number of meetings required. This fee is negotiable. The firm also provides retirement plan consulting services, but the fees for these services are not directly paid by individual investors.
Location
100 Bluegrass Commons Boulevard, Suite 2390, Hendersonville, TN, 37075
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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
David is the owner of Coverage Solutions Group LLC, a life and health insurance agency, since 2002. He spends about 10-20% of his time as an employee benefit consultant/broker.
Employment History
Current Registrations
Coordinated Wealth Management, L.L.C.
Previous Registrations
Coverage Solutions Group
Coverage Solutions Group
State Registrations1 state
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