Hartley Carlson is a registered investment advisor at Koss-Olinger Consulting, LLC., based in Gainesville, FL, with 2 years of industry experience. Hartley 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 Street, Gainesville, FL, 32606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Koss-Olinger Consulting, LLC.
Previous Registrations
Valmark Securities, INC.Broker
State Registrations2 states
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