Firm
KOI Portfolio Management
Pensacola, Florida
Fee-only
KOI Portfolio Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 37 individual clients, 21 of them high net worth.
- Its average account is about $780,000 (assets it manages divided by its 81 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Pensacola, Florida |
|---|---|
| Website | koiportfoliomanagement.com |
| Phone | (770) 630-7471 |
KOI Portfolio Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"For portfolios under $3 million, there is a 1% annual fee billed quarterly." source
"For portfolios under $3 million, there is a 1% annual fee billed quarterly." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $63 million |
| Individual clients | 16 |
| High-net-worth clients | 21 |
| Accounts managed | 81 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-119494) |
| Financial planning | Offered |
| Form ADV filed | September 9, 2026 |
| SEC record | CRD 310421 |