Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
30 advisors
Number of Clients
27,435 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$45.5B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000

KAR's fees are based on assets under management and are negotiable. Wealth advisory clients pay a minimum annual fee of $10,000. Separately managed accounts incur an additional fee of 0.30% to 1.25% per annum. For IRA and ERISA accounts, wealth advisory fees are not charged on assets invested in mutual funds sub-advised by KAR or its affiliates.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Advisor Information

Office location

2000 Avenue of the Stars, Suite 1110, Los Angeles, CA, 90067

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Curt is a board member for the Senior Golf Association of Southern California since 2017. He dedicates minimal time to board meetings.

Employment History
Current Registrations
Vp Distributors LLCBroker
December 2005 - Present · 20 yrs 1 mo
Kayne Anderson Rudnick Investment Management, LLC
September 2003 - Present · 22 yrs 4 mos
Previous Registrations
Ka Associates, INC.Broker
June 2005 - September 2005 · 3 mos
Phoenix Equity Planning CorporationBroker
July 2002 - June 2005 · 2 yrs 11 mos
Ka Associates, INC.Broker
March 1999 - August 2002 · 3 yrs 5 mos
Sanford C. Bernstein & Co., INC.Broker
May 1996 - February 1999 · 2 yrs 9 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.