CB
CFP
Carina Alexandra Berlin
9 Years of Experience
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
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Kayne Anderson Rudnick Investment Management, LLC
March 2022 - Present · 3 yrs 10 mos
Previous Registrations
Capital Group Private Client Services, INC.
July 2021 - March 2022 · 8 mos
Capital Bank and Trust Company
March 2016 - July 2021 · 5 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.