William Rossi is a CFP, ChFC-designated registered investment advisor at Koss-Olinger Consulting, LLC., based in Gainesville, FL, with 28 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 727 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Koss Olinger offers a managed account program called Private Client Accounts. The fee covers investment advisory services and brokerage execution. The annual fee ranges are:
- $1 to $2,000,000: 0.90 – 1.00%
- $2,000,001 to $5,000,000: 0.60 – 0.80%
- $5,000,001 to $10,000,000: 0.45 – 0.55%
- $10,000,001 to $20,000,000: 0.40 – 0.45%
- $20,000,001 to $50,000,000: 0.35 – 0.40%
- $50,000,001 to $100,000,000: 0.30 – 0.35%
- Over $100,000,000: 0.25 – 0.30%
Fees are billed quarterly in advance based on the market value of the client’s account on the last day of the previous quarter. Fees may be negotiable under certain circumstances.
Location
2700-A NW 43rd St, Gainesville, FL, 32606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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William is a partner in Park Place Partnership managing real estate, a board member of Tylers Hope, and a member of Blue Sapphire Management, LLC and Bossi LLC involved in real estate investment. He also serves as a Director at Large for the Community Foundation of North Central Florida.
Employment History
Current Registrations
Koss-Olinger Consulting, LLC.
Previous Registrations
Valmark Securities, INC.Broker
Raymond James Financial Services, INC.Broker
State Registrations2 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.