Darin Koss
Darin Koss is a registered investment advisor at Tower Wealth Partners, based in Lewisburg, PA, with 33 years of industry experience. Darin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 920 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
1000 Market Street, Lewisburg, PA, 17837
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2004Customer Dispute
October 2003Other Business ActivitiesSells Insurance
Darin is insurance licensed, but this is a non-advisory role taking about 10-20% of his time. He is also the founder and owner of Koss Financial Group, a support company, but devotes no time to it.
Employment History
Current Registrations
Tower Wealth Partners
Previous Registrations
J. Alden Associates, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Edward JonesBroker
State Registrations3 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.