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
Seneca, KS
Credentials
Series 65
Industry experience
< 1 year
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
2025 - Present (1 year)
Knights of Columbus Insurance
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 65
Seneca, KS
Invisor
Series 65
Seneca, KS
Invisor
CFP®
Seneca, KS
Invisor
Justin leads the Invisor companies. He especially enjoys providing financial planning and investment education. Prior to helping start Invisor he worked at Bayer HealthCare LLC in business development and marketing. Justin has an MBA in finance with highest distinction from the University of Kansas and is a CERTIFIED FINANCIAL PLANNER™ professional. He has passed the Series 65 Uniform Investment Adviser Law exam and is registered as an investment advisor representative in the State of Kansas.
Series 65
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Creative Planning
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