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Nicholas Gentile

7 Years of Experience
New Haven, CT
Broker

Nicholas Gentile is a registered investment advisor at Knights of Columbus Asset Advisors LLC, based in New Haven, CT, with 7 years of industry experience. Nicholas 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
Fee-Only (% of Portfolio)
Firm Size
224 advisors
Number of Clients
4,361 clients
Average Client Portfolio
$6.4M average
Assets Under Management
$28.0B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50.0M0.30%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Columbus Plaza, New Haven, CT, 06510

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Nicholas is a registered representative with Vigilant Distributors (formerly Herald Investment Marketing) since January 2021. He also serves as an advisory board member for the student-managed fixed income portfolio at Bryant University, dedicating minimal time to Vigilant Distributors and a few hours per week to Bryant University.

Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
June 2021 - Present · 5 yrs 1 mo
Vigilant Distributors, LLCBroker
January 2021 - Present · 5 yrs 6 mos
Previous Registrations
Foreside Fund Services, LLCBroker
October 2018 - December 2020 · 2 yrs 2 mos
State Registrations1 state
CT
AdvisorBrokerBoth

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
No exam information available for this advisor.
Nicholas Gentile - Financial Advisor | TrueAdvisor