Coordinated Financial Planning provides investment management services using model portfolios and individual portfolio management tailored to client needs. They also offer financial planning services, creating detailed plans to help clients achieve their financial goals. The firm's investment recommendations include a variety of securities, and they conduct semi-annual reviews to ensure the portfolio remains suitable for the client's circumstances.
Assets Under Management$290M
Clients349
Advisors4
Avg. per Client$830K
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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