BK
BK

Benjamin Krapu

4 Years of Experience
Sells Insurance

Benjamin Krapu is a registered investment advisor at Knights of Columbus Asset Advisors LLC, based in Independence, MO, with 4 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,361 clients with $28B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
224 advisors
Number of Clients
4,361 clients
Average Client Portfolio
$6.4M average
Assets Under Management
$28.0B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50.0M0.30%
$50M+0.25%

This fee schedule is for Fixed Income accounts. Separate accounts are generally subject to a $30 million account minimum for fixed income and a $5 million account minimum for equity. Minimum amounts may be waived in the discretion of KoCAA. Equity fees vary by strategy and AUM.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Independence, MO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Benjamin is an insurance agent with Knights of Columbus Insurance since December 2020, spending nearly full-time meeting with clients about insurance products. His license also allows him to include mutual funds, so this business operates in conjunction with his advisory business.

Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
April 2021 - Present · 5 yrs
State Registrations2 states
KSMO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.