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