Koss Olinger Consulting, LLC is an independent wealth management firm that offers portfolio management, financial planning, and investment advisory services to individuals, families, and businesses. Utilizing a structured process called The Wealth Navigator System, Koss Olinger helps clients build customized financial game plans that cover retirement, estate planning, tax strategies, business planning, and risk management. The firm manages assets on both a discretionary basis (making trades without asking first) and a non-discretionary basis (requiring client approval for trades). Koss Olinger works primarily with high net worth clients and focuses on creating diversified portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, and alternative investments. The firm is legally required to act in your best interest as a fiduciary.
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.