James Merchant is a CFP, ChFC-designated registered investment advisor at Koss-Olinger Consulting, LLC., based in Gainesville, FL, with 11 years of industry experience. James 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.
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 →Other Business Activities
James owns an eBay account where he occasionally sells personal items. He spends minimal time on this activity, which is not considered a business or investment.
Employment History
Current Registrations
Koss-Olinger Consulting, LLC.
Previous Registrations
Valmark Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
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.