Coordinated Capital Securities, INC.
Assets Under Management
$145.7M
Number of Clients
236
Number of Advisors
19
Average Client AUM
$617K
AUM per Advisor
$7.7M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Coordinated Capital Securities (CCS) is a registered investment adviser and broker-dealer offering wrap fee programs through Wells Fargo Advisors (WFA). CCS provides advisory and brokerage services, with fees varying based on the program selected and trading activity. Programs include Personalized UMA, FundSource, Private Advisor Network, Asset Advisor, and Custom Choice.
Fee Structure
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
Location
229 S Main Street, Fort Atkinson, WI, 53538