Jessica Sacks is a CFP-designated registered investment advisor at Koss-Olinger Consulting, LLC., based in Gainesville, FL, with 6 years of industry experience. Jessica 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
Gainesville, FL
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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 →Employment History
Current Registrations
Koss-Olinger Consulting, LLC.
Previous Registrations
Valmark Securities, INC.Broker
State Registrations1 state
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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