Andrew Weiss
Andrew Weiss is a registered investment advisor at Knights of Columbus Asset Advisors LLC, based in South Bend, IN, with 4 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 6,094 clients with $31B 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 $25.0M | 0.70% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $75.0M | 0.55% |
| $75.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Schedule reflects Large Cap Core Equity standard fees. Other asset classes have different fee schedules ranging from 0.25% to 1.00%. Platform program fees range from 0.33% to 0.80% based on account type and household size.
Fee Estimator
Location
1400 E. Angela Blvd., Suite 250, South Bend, IN, 46617
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
Andrew is an insurance agent at Knights of Columbus Insurance, providing life insurance, long-term care insurance, disability income insurance, and retirement annuity advice to Catholics, dedicating nearly full-time hours to this role. He also works as an assistant cheerleading coach at the University of Notre Dame, spending about 10-20% of his time on this activity between August and April.
Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
State Registrations5 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.
Exams
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