Advisor at Knights Of Columbus Asset Advisors LLC
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Firm
Knights Of Columbus Asset Advisors LLC
Location
Morgantown, WV
Credentials
ChFC®, Series 63, Series 65
Industry experience
13 years
Michael Burkitt is a ChFC® credentialed financial advisor with 13 years of industry experience. He has been with Knights of Columbus Insurance since 2011 and joined Knights of Columbus Asset Advisors LLC in 2021. Knights of Columbus Asset Advisors LLC provides discretionary portfolio management and sub-advisory services to a range of clients, including mutual funds, pension plans, high-net-worth individuals, and charitable organizations. The firm integrates quantitative and qualitative models with Catholic screening guidelines and operates as a manager-of-managers for certain strategies.
Based on Knights Of Columbus Asset Advisors LLC
Based on Knights Of Columbus Asset Advisors LLC
May be paid a negotiated flat fee for certain services.
$0 - $25 million: 0.70% $25 million - $50 million: 0.50% $50 million - $75 million: 0.40% $75 million - >$75 million: 0.35%
Private Long/Short Fund charges performance allocation of 20% (Class A) or 15% (Class B) of net profits with high watermark; other accounts may have performance-based fees.
Account minimum: $5 million for equity separately managed accounts, $30 million for fixed income separately managed accounts, $2,500,000 for Private Commingled Funds, $1,000,000 for Private Credit Fund, $1,000,000 for Private Long/Short Fund, $6,000 for qualified accounts and $10,000 for non-qualified accounts in the IAR Program (minimums may be waived at KoCAA’s discretion) Minimum fee: KoCAA may also be paid a negotiated flat fee for certain services. Fee-only: Negotiated fees based on assets under management; may also be paid a negotiated flat fee for certain services.
Morgantown, WV
Pennsylvania · West Virginia
Knights of Columbus Asset Advisors
2021 - Present (5 years)
Knights of Columbus Insurance
2011 - Present (15 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 63, Series 65
Morgantown, WV
Huffman & Ross Wealth Management LLC
CFP®
Fairmont, WV
Blackwater Financial
I’m a Certified Financial Planner and the founder of Blackwater Financial. I’ve spent a decade working in wealth management and creating financial plans. I’ve worked in firms big and small, and with clients from every walk of life. I’ve served engineers, physicians, graphic designers, attorneys, teachers, college professors, tech workers, blue collar workers and many, many more. I’ve held the titles of Financial Advisor, Team Leader, and Director of Financial Planning. Most importantly, I love what I do and genuinely enjoy coming to work everyday. During the first decade of my career, I became very disenchanted with the way most advisors serve clients who are still in the wealth accumulation stage of life. I created Blackwater Financial to fix this problem.
Series 63, Series 65
Morgantown, WV
Huffman & Ross Wealth Management LLC
Series 63, Series 66
Fairmont, WV
Alden investment Group
Series 63, Series 65
Morgantown, WV
Wesbanco Securities, Inc.
Series 66
Morgantown, WV
Primerica Advisors
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