Capital Coordinators Company, led by G. Mitchell Piper, provides financial planning services including cash flow analysis, insurance review, debt management, tax planning, estate planning, and investment strategy. Investment recommendations are general, with implementation left to the client. The company also assists firms in developing employee benefit systems. G. Mitchell Piper is also affiliated with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc.
Fee Structure
Capital Coordinators Company charges $150 per hour for financial planning services. These services are provided via written agreement, and clients are billed after the delivery of each report, review, or analysis. Clients can terminate the agreement at any time without penalty, and any prepaid fees will be refunded for services not yet performed.