Dennis Steven Drexler

Coordinated Capital Securities, INC.

30 Years of Experience

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Firm Information

Coordinated Capital Securities, INC.

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%.

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Areas of Practice

Investment Management

Advisor Information

Office location

6000 Poplar Ave, Suite 250, Memphis, TN, 38119

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.