Kayne Anderson Rudnick Investment Management, LLC

Assets Under Management

$45.5B

Number of Clients

27,435

Number of Advisors

30

Average Client AUM

$1.7M

AUM per Advisor

$1.5B

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Kayne Anderson Rudnick (KAR) offers discretionary investment services to institutions, individuals, and other entities. Services are tailored to client needs, with investment restrictions possible. KAR also provides sub-advisory services. KARWA, a division of KAR, offers wealth advisory services including financial planning.

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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Location

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

30 Advisors at this firm

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