Sara Williams
Sara Williams is a registered investment advisor at Coordinated Capital Securities, INC., based in Fort Atkinson, WI, with 18 years of industry experience. Sara is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 186 clients with $140M 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 | 2.00% |
Continuous investment management fees will not exceed 2.00% annually. Investment consulting fees will not exceed 1.50% annually. Fees are negotiable and subject to discounts.
Fee Estimator
Location
229 S Main Street, Fort Atkinson, WI, 53538
Get directionsHistory
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 →Employment History
Current Registrations
Coordinated Capital Securities, INC.
Coordinated Capital Securities, INC.Broker
Previous Registrations
MML Investors Services, LLCBroker
Coordinated Capital Securities, INC.Broker
State Registrations9 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
More Advisors
- Mark Meier, CFPBeacon Pointe Advisors, LLC
- Valerie Jones, ChFCCwm, LLC
- Thomas Noel, ChFCCwm, LLC
- Taylor Smithyman, CFPCwm, LLC