Coordinated Capital Securities offers investment management, financial planning, and consulting services through independent financial professionals located across the country. Coordinated Capital Securities acts as both a registered investment advisor and a broker-dealer. The firm provides traditional investment management programs, investment consulting, and access to third-party managers and Wells Fargo Advisors programs. Clients can receive personalized investment strategies, retirement planning, and limited-scope consulting tailored to their individual needs. Many financial professionals are also licensed to offer brokerage services and insurance products, creating potential conflicts of interest regarding compensation and product recommendations. Coordinated Capital Securities primarily uses Wells Fargo Clearing Services as the custodian for client accounts.
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.