COORDINATED WEALTH MANAGEMENT, L.L.C.

Overview

Coordinated Wealth Management, L.L.C. is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm focuses on fee-based financial planning and portfolio management for individuals and small businesses, and it also offers pension consulting services and educational seminars. Its client base spans individual and family clients as well as some institutional relationships. The firm reports a fixed-fee (and other fee) approach rather than commission-driven compensation. Investment activity centers on public investment vehicles—chiefly mutual funds—rather than direct security selection or an emphasis on ESG or broad alternative allocations. The firm is not positioned as a capital allocator and is not operating as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices