CRD: 141348
Coordinated Wealth Management, L.l.c.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2007
- Office Locations
- 1
Office Locations
About Coordinated Wealth Management, L.l.c.
Coordinated Wealth Management is a Hendersonville, TN RIA providing holistic financial planning and discretionary investment management for individuals and families, including retirement, estate, and risk management. The firm uses a flat retainer fee to reduce AUM-based conflicts and coordinates with clients’ CPAs and attorneys. Portfolios are often implemented with ETFs and mutual funds and custody at Charles Schwab.
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Owner & Executives
DAVID MICHAEL FESMIRE SR.
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5408510
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,860,323 | $550,050 |
| Non-Discretionary | $0 | -- |
| Total | $113,860,323 | $550,050 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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