Margaret Ann Richardson

CFP

Kayne Anderson Rudnick Investment Management, LLC

15 Years of Experience

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Firm Information

Kayne Anderson Rudnick Investment Management, LLC

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.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

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.