Patrick Dolan
Patrick Dolan is a registered investment advisor at Knights of Columbus Asset Advisors LLC, based in Fargo, ND, with 4 years of industry experience. Patrick 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
2315 N University Dr Ste L-5, Fargo, ND, 58042
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick works as a General Agent for Knights of Columbus Insurance, dedicating nearly full-time hours to the role. He is responsible for recruiting, training, and overseeing insurance agents who serve Knights of Columbus members with life insurance, fixed guaranteed annuities, long-term care insurance, and disability income insurance.
Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
State Registrations2 states
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