Advisor at Koi Portfolio Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Koi Portfolio Management, LLC
Location
Navarre, FL
Credentials
Series 63, Series 65
Industry experience
28 years
Gordon Lacquement is a financial advisor with Koi Portfolio Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before founding Koi Portfolio Management in 2020. Koi Portfolio Management offers wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm combines fundamental and technical analysis to create customized portfolios and employs derivatives and alternative investments within separately managed accounts to meet client objectives.
Based on Koi Portfolio Management, LLC
$0 - $3,000,000: 1.00% annually $3,000,001+: 0.85% annually
Fee-only: Wealth management fees based on assets under management as per tiered schedule
Navarre, FL
Florida · Georgia
Koi Portfolio Management, LLC
2020 - Present (6 years)
UBS Financial Services
2005 - 2020 (15 years)
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They provide trust and estate administration services, typically for separate fees.
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Lawyer
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Real estate agent
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Other specialized services
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