RS
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Raymond Selg

4 Years of Experience
Norfolk, VA
1 DisclosureSells Insurance

Raymond Selg is a registered investment advisor at Knights of Columbus Asset Advisors LLC, based in Norfolk, VA, with 4 years of industry experience. Raymond 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

2500 Almeda Ave, Ste. 111, Norfolk, VA, 23513

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History

Regulatory History (1)
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Financial
July 2018
Final
Other Business ActivitiesSells Insurance

Raymond is a life insurance field agent for Knights of Columbus Insurance since 2010, dedicating full-time hours to life, health, annuity, and disability sales. He also operates Selg Insurance LLC to lease commercial space and hire employees in service to his position with Knights of Columbus.

Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Knights of Columbus Asset Advisors LLC
April 2021 - December 2021 · 8 mos
State Registrations3 states
PAVAWV
Advisor

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.
Raymond Selg - Financial Advisor | TrueAdvisor