Felice Olmos is a registered investment advisor at Financial Concepts, based in Columbus, MS, with 2 years of industry experience. Felice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,537 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Concepts charges an annual fee for investment management services, ranging from 0.5% to 1% of the value of your portfolio. A minimum of $25,000 is required to use this service, but this may be negotiable. The fee is calculated quarterly based on the average daily value of your investments.
Location
2980 North Frontage Road, Columbus, MS, 39701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financial Concepts
State Registrations1 state
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