Advisor at Knights Of Columbus Asset Advisors 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
Knights Of Columbus Asset Advisors LLC
Location
Vail, AZ
Credentials
Series 65
Industry experience
4 years
Flat fees may be negotiated for certain services; 0.25% flat fee for Donor Advised Fund accounts in IAR Program.
$0 - $50 million: 0.30% (Fixed Income) $50 million+: 0.25% (Fixed Income) $0 - $50 million: 0.70% (Equity Large Cap Core) $50 million - $75 million: 0.65% (Equity Large Cap Core) $75 million - $100 million: 0.55% (Equity Large Cap Core) $100 million+: 0.50% (Equity Large Cap Core) $0 - $25 million: 0.65% (Equity Large Cap Growth and Value) $25 million - $50 million: 0.60% (Equity Large Cap Growth and Value) $50 million - $100 million: 0.55% (Equity Large Cap Growth and Value) $100 million+: 0.50% (Equity Large Cap Growth and Value) $0 - $25 million: 0.90% (Equity Small Cap Core, Growth and Value) $25 million - $50 million: 0.85% (Equity Small Cap Core, Growth and Value) $50 million+: 0.80% (Equity Small Cap Core, Growth and Value) $0 - $25 million: 0.80% (Global Equity) $25 million - $50 million: 0.70% (Global Equity) $50 million - $100 million: 0.65% (Global Equity) $100 million+: 0.50% (Global Equity) $0 - $25 million: 0.80% (International Equity) $25 million - $50 million: 0.70% (International Equity) $50 million - $100 million: 0.65% (International Equity) $100 million+: 0.50% (International Equity) $0 - $25 million: 0.80% (International ADR) $25 million - $50 million: 0.70% (International ADR) $50 million - $100 million: 0.65% (International ADR) $100 million+: 0.50% (International ADR) $0 - $25 million: 1.00% (Global Tactical Asset Allocation) $25 million - $50 million: 0.80% (Global Tactical Asset Allocation) $50 million - $100 million: 0.60% (Global Tactical Asset Allocation) $100 million+: 0.40% (Global Tactical Asset Allocation) $0 - $25 million: 0.50% (Implemented Asset Allocation Services) $25 million - $50 million: 0.35% (Implemented Asset Allocation Services) $50 million+: 0.25% (Implemented Asset Allocation Services) $0 - $1 million: 0.80% (IAR Program Platform Fee - Diversified Accounts) $1 million - $2.5 million: 0.75% (IAR Program Platform Fee - Diversified Accounts) $2.5 million - $5 million: 0.70% (IAR Program Platform Fee - Diversified Accounts) $5 million - $15 million: 0.65% (IAR Program Platform Fee - Diversified Accounts) $15 million+: 0.60% (IAR Program Platform Fee - Diversified Accounts)
Private Long/Short Fund charges 0.75% annual management fee and 15% performance allocation; performance-based fees may be charged to certain clients and funds.
Account minimum: $5,000,000 for equity separately managed accounts; $30,000,000 for fixed income separately managed accounts; $6,000 for qualified accounts and $10,000 for non-qualified accounts in the IAR Program (may be waived at discretion)
Knights of Columbus Asset Advisors LLC
2021 - Present (5 years)
Knights of Columbus Insurance
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Tucson, AZ
Edward Jones
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Tucson, AZ
Edward Jones
Series 66
Tucson, AZ
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Series 63, Series 66
Sahuarita, AZ
Fidelity
Elizabeth Leadon is the Regional Director of Wealth Management at Fidelity Investments, a position she has held since 2021. In this role, she focuses on supporting Senior Relationship Managers and Planning Consultants to achieve success and build strong client relationships. She emphasizes leadership through integrity and encourages self-reflection and professional development. Prior to her current role, Elizabeth served as a Private Wealth Management Planning Consultant at Fidelity Investments from 2016 to 2021 and as a Senior Relationship Manager from 2013 to 2016. Her career in the financial services industry began at Chase Investment Services, Corp, where she worked as a Sales Assistant from 2008 to 2013.
Series 63, Series 66
Green Valley, AZ
Edward Jones
Series 66
Tucson, AZ
Edward Jones
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