Nathan Raso
Nathan Raso is a registered investment advisor at Knights of Columbus Asset Advisors LLC, based in Phoenix, AZ, with 4 years of industry experience. Nathan 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
10201 S. 51st St Suite 265, Phoenix, AZ, 85044
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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
Nathan is a General Agent for Knights of Columbus Insurance since 2014, and was a Field Agent from 2009-2014. He spends nearly full-time recruiting, training, and overseeing insurance agents, and servicing Knights of Columbus members in Arizona/Utah for life insurance, fixed guaranteed annuities, long-term care insurance, and disability income insurance.
Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
State Registrations4 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.