Andrew Weiss
Andrew Weiss is a registered investment advisor at Knights of Columbus Asset Advisors LLC, based in South Bend, IN, with 3 years of industry experience. Andrew 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.30% |
| $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
Location
1400 E. Angela Blvd., Suite 250, South Bend, IN, 46617
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is an insurance agent at Knights of Columbus Insurance, providing life insurance, long-term care insurance, disability income insurance, and retirement annuity advice to Catholics, dedicating nearly full-time hours to this role. He also works as an assistant cheerleading coach at the University of Notre Dame, spending about 10-20% of his time on this activity between August and April.
Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
State Registrations4 states
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