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

Mt. Pleasant, SC

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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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Employment History
Current Registrations
Previous Registrations
Focus Partners Wealth, LLC
August 2024 - July 2025 · 11 mos
Gratus Capital, LLC
July 2024 - December 2024 · 5 mos
Mariner Wealth
September 2023 - June 2024 · 9 mos
Fisher Investments
June 2017 - June 2023 · 6 yrs
Strategic Advisers, INC.
September 2011 - June 2017 · 5 yrs 9 mos
Fidelity Brokerage Services LLCBroker
March 2011 - May 2017 · 6 yrs 2 mos
Wells Investment Securities,inc.Broker
January 2011 - February 2011 · 1 mo
Morgan Keegan & Company, INC.
September 2008 - May 2009 · 8 mos
Morgan Keegan & Company, INC.Broker
April 2008 - May 2009 · 1 yr 1 mo
North Coast Securities CorporationBroker
April 2007 - May 2008 · 1 yr 1 mo
State Registrations2 states
CASC
Advisor
Exams
No exam information available for this advisor.