Jeffery Goralczyk
Jeffery Goralczyk is a registered investment advisor at Knights of Columbus Asset Advisors LLC, based in New Haven, CT. Jeffery 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 (1)
Financial
April 2017Other Business ActivitiesSells Insurance
Jeffery is a field agent selling life insurance, long term care, disability income, and annuities for Knights of Columbus Insurance, dedicating nearly full-time hours to this. He also holds various positions in other organizations, including non-profits, a redevelopment commission, a movie theatre, and a property holdings company, spending minimal to about a quarter of his time on each.
Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
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.