Scott Willis
Scott Willis is a registered investment advisor at Knights of Columbus Asset Advisors LLC, based in Lake Charles, LA, with 3 years of industry experience. Scott 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
5724 Common St, Lake Charles, LA, 70607
Get directionsHistory
Regulatory History (1)
Financial
November 2020Other Business ActivitiesSells Insurance
Scott is a field agent for Knights of Columbus Insurance, selling life insurance, annuities, long-term care insurance, and disability insurance since 1999. This takes about half of his time.
Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
State Registrations3 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.