Gilles Marchand
Gilles Marchand is a CFA-designated registered investment advisor at Knights of Columbus Asset Advisors LLC, based in New Haven, CT, with 12 years of industry experience. Gilles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 6,094 clients with $31B 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 $25.0M | 0.70% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $75.0M | 0.55% |
| $75.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Schedule reflects Large Cap Core Equity standard fees. Other asset classes have different fee schedules ranging from 0.25% to 1.00%. Platform program fees range from 0.33% to 0.80% based on account type and household size.
Fee Estimator
Location
One Columbus Plaza, New Haven, CT, 06510
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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 Activities
Gilles is a registered representative with Vigilant Distributors (formerly Herald Investment Marketing) since January 2021. He dedicates minimal time to this activity.
Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
Vigilant Distributors, LLCBroker
Previous Registrations
Foreside Fund Services, LLCBroker
Dougherty, Dawkins, Strand & Yost IncorporatedBroker
State Registrations1 state
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
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