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David Michael Fesmire Sr.

Advisor at Coordinated Wealth Management, L.L.C. — Hendersonville, TN

Updated today

Credentials

Series 65

Experience

19 years

Location

Hendersonville, TN 37075

Coordinated Wealth Management, L.L.C. logo

Coordinated Wealth Management, L.L.C.

Independent

Total advisors

1

Clients per advisor

95 Very High

Avg AUM per client

$1,183,993 High

HNW client ratio

28% Typical

About

David Fesmire Sr. is the sole advisor at Coordinated Wealth Management, L.L.C. in Hendersonville, TN, holding a Series 65 designation with 19 years of industry experience. He has been with Coordinated Wealth Management since 2007 and previously worked at Coverage Solutions Group LLC, a life and health insurance agency he owns and operates as an employee benefit consultant and broker. Coordinated Wealth Management serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing fundamental analysis and ongoing portfolio review.

Client services

Based on Coordinated Wealth Management, L.L.C.

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Coordinated Wealth Management, L.L.C.

General estate planning guidance Wealth management

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Fee options

Fixed

Financial planning and consulting services generally range from $5,000 to $25,000 annually on a fixed fee basis

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.40% $10,000,001+: 0.25%

Other

Account minimum: $5,000 minimum annual fixed fee for investment advisory services; $1,000,000 minimum account size for retirement plan consulting services (negotiable) Minimum fee: Annual fixed fees generally ranging from $5,000 to $25,000, negotiable; minimum annual fixed fee is $5,000 Fee-only: Fees are fixed annual fees or tiered based on assets under management for retirement plan consulting services; no commissions received by the firm

Location

Hendersonville, TN

100 Bluegrass Commons Boulevard, Suite 2390

Hendersonville TN 37075

Advisors at this office

1

Most active in

Tennessee

Work history

19 years of industry experience

Coordinated Wealth Management

2007 - Present • 19 years

Brentwood, TN

Coverage Solutions Group LLC

2002 - 2020 • 18 years

Hendersonville, TN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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General retirement planning Social Security optimization Retirement income strategy Tax strategies for small businesses Founder/Business Owner Executive Religious/faith focused Mid-Career Professionals
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Series 63, Series 65, CFP®, Series 7

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Wealth management Roth conversion strategy Retirement income strategy Tax-loss harvesting Charitable giving tax strategies Founder/Business Owner Retired Executive Real Estate Professional Self-Employed
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Series 66

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Active portfolio management
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Series 63, Series 65

Mount Juliet, TN

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Active portfolio management
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Rohit P

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Nashville, TN

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Options & derivatives strategies Real estate investing
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Series 66

Nashville, TN

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Income planning Cash flow / budgeting
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