Coordinated Wealth Management offers investment advisory services, including discretionary and non-discretionary management, as well as financial planning and consulting services. Planning fees range from $5,000 to $25,000 annually. The firm also provides retirement plan consulting services in coordination with Focus Partners Advisor Solutions (FPAS). Clients can access online platforms to view their complete asset allocation, including assets not managed by the firm. The firm may recommend insurance products through affiliated agents, creating a conflict of interest.
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.