Samuel Motto
Samuel Motto is a registered investment advisor at Knights of Columbus Asset Advisors LLC, based in New Haven, CT, with 25 years of industry experience. Samuel 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
One Columbus Plaza, New Haven, CT, 06510
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
Samuel works for Knights of Columbus Asset Advisors LLC and Knights of Columbus Insurance. He drives insurance production, recruits, trains, and develops field agents, spending nearly full-time hours on these activities, including selling life insurance, long-term care, disability income, and annuities.
Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
Previous Registrations
Foreside Fund Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Transamerica Financial Advisors, INCBroker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Signator Investors, INC.Broker
1717 Capital Management Company
Nationwide Securities, INC.Broker
Bisys Fund Services Limited PartnershipBroker
Corna Securities, INC.Broker
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.