Coordinated Wealth Management, L.L.C.

Coordinated Wealth Management serves individuals (including high-net-worth clients) and a range of institutional clients such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning and consulting, and retirement plan consulting in coordination with a third‑party platform (FPAS).

Investment implementation focuses on fundamental analysis across mutual funds, ETFs, individual equities and fixed income with both long‑ and short‑term holdings, and portfolios are reviewed on an ongoing basis. For its advisory work the firm generally uses negotiated annual fixed fees rather than a standard percentage‑of‑assets billing model, and it provides plan participant education and access to data‑aggregation platforms as part of plan services.

What distinguishes the firm compared with many peers is its combination of a relatively large assets‑under‑management base with a single‑advisor structure, its routine use of participant education/seminars for retirement plans, and an affiliation with insurance agencies through which its advisors are licensed to sell commission insurance products (a disclosed potential conflict of interest). The firm also relies on an external retirement plan solution for discretionary plan implementation and back‑office services, rather than handling all plan execution internally.