Martin Dressman is a registered investment advisor at Coordinated Capital Securities, INC., based in Cincinnati, OH, with 25 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 248 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CCS offers investment consulting and continuous investment management services. The maximum annual fee is 1.50% for investment consulting and 2.00% for continuous investment management. These fees are negotiable and may be discounted. The fees are calculated annually and charged quarterly in advance, typically deducted directly from your account. Your financial professional receives a portion of the fee. You can terminate the agreement with 5 days' notice and receive a prorated refund of prepaid fees.
Location
Cincinnati, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Martin owns Martin Dressman CPA, LLC, providing tax services since 1991, primarily during tax season. He also co-owns a rental property called Boone's Lodge with his wife, dedicating a few hours per week to it.
Employment History
Current Registrations
Coordinated Capital Securities, INC.
Coordinated Capital Securities, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
Eneric Financial Services, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.