Sara Williams is a registered investment advisor at Coordinated Capital Securities, INC., based in Fort Atkinson, WI, with 17 years of industry experience. Sara 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
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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
229 S Main Street, Fort Atkinson, WI, 53538
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Coordinated Capital Securities, INC.
Coordinated Capital Securities, INC.Broker
Previous Registrations
MML Investors Services, LLCBroker
Coordinated Capital Securities, INC.Broker
State Registrations9 states
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