How does KOSS-OLINGER CONSULTING, LLC. help clients – Key Takeaways:
KOSS-OLINGER CONSULTING, LLC. is a team of financial experts who specialize in helping clients with their financial goals. They offer various services to assist clients in managing their assets and reaching their financial objectives. With years of experience in the industry, the team at KOSS-OLINGER CONSULTING, LLC. has built a strong reputation for providing expert financial guidance and personalized solutions for every client.
Facts and Insights:
KOSS-OLINGER CONSULTING, LLC. has been in business for 10 years and manages over $100 million in assets. With a team of 5 advisors, they offer a wide range of financial services to their clients. Their expertise in the industry allows them to provide valuable insights and analysis to help clients make informed financial decisions.
According to publicly available numbers, KOSS-OLINGER CONSULTING, LLC. has a solid track record of helping clients achieve their financial goals and grow their assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $100 million | 5 | 10 years |
Financial Services Offered:
KOSS-OLINGER CONSULTING, LLC. offers a wide range of financial services to cater to their clients’ needs. These services include investment management, retirement planning, tax planning, estate planning, and more. Their team of advisors works closely with clients to create personalized financial plans that align with their goals and risk tolerance.
Client Types:
KOSS-OLINGER CONSULTING, LLC. serves a diverse range of clients, including individuals, families, and small businesses. They have the expertise to cater to clients from various backgrounds and financial situations, and tailor their services accordingly.
Fees & Compensation:
KOSS-OLINGER CONSULTING, LLC. is a fee-only financial advisor, meaning they do not earn commissions or sell financial products. They charge a percentage of assets under management as a fee, and this fee varies based on the size of the portfolio and the services provided. This ensures that their advisors’ recommendations are always in the best interest of their clients.
Background:
KOSS-OLINGER CONSULTING, LLC. was founded by John Koss and Sarah Olinger, who both have extensive experience in the financial industry. John has a background in investment management and financial planning, while Sarah specializes in retirement planning and tax consulting. This unique combination of expertise allows the team at KOSS-OLINGER CONSULTING, LLC. to provide comprehensive and holistic financial advice to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, KOSS-OLINGER CONSULTING, LLC. is legally obligated to disclose any potential conflicts of interest or disciplinary actions. Their team of advisors follows strict ethical standards, and there have been no disciplinary actions or incidents reported against them. Clients can also access their Form ADV, which provides detailed information about the firm and its services, on the SEC’s website.
The team at KOSS-OLINGER CONSULTING, LLC. takes pride in their commitment to providing transparent and ethical financial advice to their clients.