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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Employment History
Current Registrations
Vp Distributors LLC
April 2019 - Present · 6 yrs 9 mos
Vp Distributors LLCBroker
April 2019 - Present · 6 yrs 9 mos
Previous Registrations
Blackstone Advisory Partners L.P.Broker
January 2017 - April 2019 · 2 yrs 3 mos
Ngam Advisors, L.P.
May 2015 - December 2016 · 1 yr 7 mos
Ngam Distribution, L.P.Broker
April 2015 - December 2016 · 1 yr 8 mos
Quasar Distributors, LLCBroker
March 2014 - April 2015 · 1 yr 1 mo
Manulife Asset Management (us) LLC
January 2011 - February 2014 · 3 yrs 1 mo
John Hancock Funds, LLCBroker
June 2007 - February 2014 · 6 yrs 8 mos
State Registrations4 states
CAMANYRI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kevin Patrick O'regan - Financial Advisor | AdvisorDiscover