Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
19 advisors
Number of Clients
236 clients
Average Client Portfolio
$617K average
Assets Under Management
$145.7M

Fee Structure

Minimum Investment:$25K

CCS offers several wrap fee programs with fees that are negotiable and vary by program, the Financial Professional's experience, geographic location, and other factors. The fees cover advisory, execution, custodial, and reporting services. The Asset Advisor program typically ranges from 1.00% to 1.5% annually, with a maximum of 3.0%. FundSource typically ranges from 1.00% to 1.5% annually, with a maximum of 2.0%. CustomChoice typically ranges from 1.00% to 1.5% annually, with a maximum of 1.75%. Personalized UMA typically ranges from 1.00% to 1.5% annually, with a maximum of 2.5%. Private Advisor Network has a maximum annual fee of 2.0%.

Areas of Practice
Investment Management
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Advisor Information

Office location

2315 30th Avenue, Kenosha, WI, 53144

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Regulatory History (1)
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Criminal
April 1980
Final Disposition
Other Business ActivitiesSells Insurance

Mark is an independent insurance agent with The Schaeffer Group, LLC since 2018, selling life and fixed annuity insurance. Since 2022, he also sells and services equity indexed annuities, dedicating minimal time to these activities.

Employment History
Current Registrations
Coordinated Capital Securities, INC.
March 2021 - Present · 4 yrs 10 mos
Coordinated Capital Securities, INC. Broker
April 2018 - Present · 7 yrs 9 mos
Previous Registrations
Lupo Futures, LLCBroker
May 2012 - May 2016 · 4 yrs
State Registrations7 states
FLILINMIOHVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Mark Robert Salerno - Financial Advisor | AdvisorDiscover