Coordinated Financial Services is an investment management and financial planning firm located in Colorado. They offer investment management services on a discretionary or non-discretionary basis, primarily allocating client assets among mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities. They also provide financial planning services, including reviews of family records, tax and cash flow analysis, investment analysis, insurance reviews, retirement planning, and estate planning. Coordinated Financial Services also uses the MoneyGuide Pro platform for reporting.
Fee Structure
Coordinated Financial Services charges a fee based on a percentage of the assets they manage for you. The maximum fee is 1.50% per year, but this may be negotiable. Fees are billed quarterly. If you use LPL Financial as your custodian, you may be charged transaction fees in addition to the advisory fee.