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, Insurance Planning, and 3 more. Their firm serves 679 clients with $2.2B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.35% |
| $100M+ | 0.30% |
Fees are negotiable or waivable at the firm's discretion. Related family accounts may be consolidated for valuation.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
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.
Exams
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