DM
DM

Darren Mueller

3 Years of Experience
New Haven, CT
1 DisclosureSells Insurance

Darren Mueller is a registered investment advisor at Knights of Columbus Asset Advisors LLC, based in New Haven, CT, with 3 years of industry experience. Darren 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 (1)
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Financial
May 2021
Final
Other Business ActivitiesSells Insurance

Darren is a field agent for Knights of Columbus Insurance, selling life insurance, annuities, long-term care insurance, and disability insurance since 2014. This takes about half of his time.

Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
May 2022 - Present · 4 yrs
State Registrations1 state
KS
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.