Caleb Powell
Caleb Powell is a registered investment advisor at Kayne Anderson Rudnick Investment Management, LLC, based in Los Angeles, CA, with 21 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 27,435 clients with $45B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KAR offers investment management through wrap programs where fees range from 0.45% to 1.25% annually. For model portfolios provided to other advisors, the fee ranges from 0.20% to 0.55%. For Wealth Advisory clients, fees are based on assets under advisement, starting at 1.00% annually on the first $3 million and decreasing for larger portfolios. A minimum annual fee of $10,000 applies.
Location
2000 Avenue of the Stars, Suite 1110, Los Angeles, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kayne Anderson Rudnick Investment Management, LLC
State Registrations1 state
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