Knights of Columbus Asset Advisors (KoCAA) offers investment advice and manages portfolios for a range of clients, including mutual funds, private investment funds, and individual accounts. KoCAA also provides asset allocation services using its own models. KoCAA generally makes investment decisions consistent with the United States Conference of Catholic Bishops’ Socially Responsible Investing Guidelines (the “USCCB Guidelines”) or other similar Catholic screens.
Assets Under Management$28B
Clients4,361
Advisors224
Avg. per Client$6.4M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
224 Advisors at this firm
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