Advisor at Coordinated Capital Securities, Inc.
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Firm
Coordinated Capital Securities, Inc.
Location
Estero, FL
Credentials
ChFC®, Series 63, Series 66
Industry experience
37 years
Charles Stephan Jr. is a financial advisor with Coordinated Capital Securities, Inc. in Estero, FL, holding the ChFC® designation and Series 63 and 66 licenses. He has 37 years of industry experience, including 35 years with Coordinated Capital Securities. Outside of his advisory role, he is an independent insurance agent selling and servicing life insurance and fixed annuities, and he owns Stephan Financial Services, an S-corporation involved in securities and life insurance. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm offers a range of advisory programs and emphasizes both discretionary and non-discretionary account management with a focus on equities, fixed income, mutual funds, and ETFs.
Based on Coordinated Capital Securities, Inc.
Based on Coordinated Capital Securities, Inc.
Financial planning and consulting fixed fees ranging from $500 to $50,000; Retirement plan consulting fixed fees up to $50,000
Commission-based brokerage accounts available; commissions and ongoing trails on products sold through CCS broker-dealer
Financial planning and consulting hourly fees: $50 to $250 per hour; Retirement plan consulting hourly fees: $50 to $250 per hour
Account minimum: $25,000 Fee-only: Financial planning and consulting services offered on an hourly fee basis: $50 to $250 per hour; fixed fees range from $500 to $50,000
Estero, FL
Florida · Ohio
Coordinated Capital Securities, Inc.
1991 - Present (35 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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