Donovan Gaudin
Donovan Gaudin is a CFP-designated registered investment advisor at Knights of Columbus Asset Advisors LLC, based in Taylor, TX, with 12 years of industry experience. Donovan 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
104 W 4th St., Suite B, Taylor, TX, 76574
Get directionsHistory
Regulatory History (2)
Criminal
May 2006Criminal
August 1995Other Business ActivitiesSells Insurance
Donovan is a field agent for Knights of Columbus Insurance, selling life insurance, annuities, long-term care insurance, and disability insurance since 2021. This takes about half of his time.
Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations2 states
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.