Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KoCAA generally charges a negotiated fee based on the market value of assets managed. They may also charge a negotiated flat fee for certain services. Fee schedules may vary based on factors like investment strategy, account size, client servicing requirements, and negotiated differences. The investment advisory fee for Mutual Funds is calculated daily and paid monthly as a percentage of the fund's average daily net assets. Private Commingled Funds pay a fee based on the investor's interest in the fund. The Private Credit Fund pays a management fee based on the net asset value, with different rates for investors with capital commitments below or above $25 million.
Areas of Practice
Advisor Information
Office location
1400 E. Angela Blvd., Suite 250, South Bend, IN, 46617
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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.