Donovan Gaudin
Donovan Gaudin is a CFP-designated registered investment advisor at Knights of Columbus Asset Advisors LLC, based in Taylor, TX, with 13 years of industry experience. Donovan operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
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.
Exams
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