user avatar

Scott Schweitzer

Advisor at Knights Of Columbus Asset Advisors LLC

Updated today
Knights Of Columbus Asset Advisors LLC logo

Firm

Knights Of Columbus Asset Advisors LLC

Location

Simpsonville, SC 29681

Credentials

Series 66

Industry experience

23 years

Client services

Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Flat fees may be negotiated for certain services; 0.25% flat fee for Donor Advised Fund accounts in IAR Program.

Percentage

$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)

Performance-based

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.

Other

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)

Work history

Knights of Columbus Asset Advisors LLC

2022 - Present (4 years)

Charles schwab Bank

2007 - 2022 (15 years)

CHARLES SCHWAB & CO., inc.

2007 - 2022 (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brittany W

CFP®, AAMS®

Greenville, SC

Wolff Financial

Over the course of her time in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning. Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.

Women Professionals Married/Couples/Partners Dual Income Family Gen Y/Millennials (Born 1980-1995)

Daniel M

CFP®

Greenville, SC

Fiduciary Organization, LLC

Daniel is a passionate entrepreneur and financial expert who founded Woodmark Advisors and Fiduciary Organization (FIDO) with a mission to provide transparent, client-focused financial advice. With a commitment to the fee-only fiduciary model, Daniel created these firms to ensure clients receive advice free from conflicts of interest, rooted in their best interests. Woodmark Advisors was the first step in Daniel's journey, driven by a vision to redefine financial planning and investment management. Over time, the need to expand this vision led to the creation of Fiduciary Organization (FIDO), a Registered Investment Advisor (RIA) dedicated to fostering trust, education, and empowerment in the financial industry. Through these ventures, Daniel combines deep industry expertise with a strong belief in the power of unbiased advice, helping clients achieve their financial goals with clarity and confidence

ESG / Sustainable investing Founder/Business Owner Christian Faith Based Hispanic/Latino/Latinx Gen Y/Millennials (Born 1980-1995)

John H

Series 66

Simpsonville, SC

Merrill

John Hyatt is a Senior Resident Director affiliated with Merrill, specializing in personalized wealth management strategies. He works closely with clients to develop financial plans that align with their individual goals and adapt to changing market conditions. His expertise includes college education planning, corporate executive services, family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, as well as socially responsible and values-based investing. John holds a Bachelor's Degree from The Citadel and carries the Professional Investment Advisor (PIA) designation. He is committed to serving his community, exemplified by his role as a youth baseball coach. Outside of work, John enjoys baseball, fishing, football, golfing, hunting, reading, and spending time with his family. His approach centers on helping clients achieve their financial objectives while minimizing risk.

Wealth management Family Business General estate planning guidance ESG / Sustainable investing College savings (529s, UTMA, etc.) Executive

Dustin S

CFP®, Series 66

Greenville, SC

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar

Jason W

Series 66

Greer, SC

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Multi-generational wealth transfer Wealth management

Nicole L

CFP®, Series 66

Greenville, SC

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Military & Veterans
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")