Edward Burnett
Edward Burnett is a registered investment advisor at Coordinated Capital Securities, INC., based in Kenosha, WI, with 17 years of industry experience. Edward 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
2315 30th Avenue, Kenosha, WI, 53144
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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
Edward is an independent insurance agent with The Schaeffer Group LLC, selling and servicing fixed insurance products, dedicating about half of his time. He also sells and services equity indexed annuities with the same group, dedicating a few hours per week.
Employment History
Current Registrations
Coordinated Capital Securities, INC.
Coordinated Capital Securities, INC.Broker
State Registrations17 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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