Coordinated Wealth Management, L.l.c.

Coordinated Wealth Management, LLC is a registered investment adviser established in 2006 and based in Hendersonville, TN. The firm offers investment advisory services to various clients, including individuals, business entities, and retirement plans. Clients can engage the firm for discretionary and non-discretionary investment advisory services, financial planning, and consulting services. The annual fixed fees typically range from $5,000 to $25,000, depending on factors such as the services required and the complexity of the engagement. The firm may recommend the services of other professionals, including licensed insurance agents, but clients are not obligated to engage them. Additionally, the firm provides retirement plan consulting services in coordination with Buckingham Retirement Solutions. Coordinated Wealth Management does not accept performance-based fees, and it acts as a fiduciary when providing retirement rollover recommendations. The firm does not participate in wrap fee programs and does not receive compensation from the sale of securities. Clients are encouraged to review financial planning issues annually, and account reviews are conducted regularly. The firm's investment strategies include long-term and short-term purchases, primarily involving mutual funds, ETFs, and individual equity and fixed income products. Coordinated Wealth Management does not vote client proxies and does not have custody of client assets. The firm maintains a Code of Ethics and personal securities transaction policy to prevent conflicts of interest. Clients are provided with written transaction confirmations and account statements regularly. The firm does not have any disciplinary actions or financial conditions that could impair its ability to meet commitments.