Voss Wealth Management LLC is a registered investment advisor founded in 2026 and based in Endicott, New York. The firm is solely owned by Brian A. Voss and provides ongoing investment management and financial planning services to individuals and high-net-worth individuals. Investment management services include building and monitoring diversified model portfolios using mutual funds, exchange-traded funds, stocks, and bonds, with options for both discretionary and non-discretionary authority. Financial planning covers retirement planning, education savings, tax planning, estate planning, insurance needs, and cash flow management, and can be provided as part of investment management or as a standalone service. Voss Wealth Management also provides investment consulting to clients of an independent broker-dealer.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are assessed monthly in arrears based on the average daily balance. Certain clients may be charged under a different asset-based fee schedule or flat fee.