Benedetto Falcone
Benedetto Falcone is a CFA-designated registered investment advisor at Kayne Anderson Rudnick Investment Management, LLC, based in Princeton, NJ, with 25 years of industry experience. Benedetto is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 24,735 clients with $39B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable. Minimum annual fee of $10,000 applies.
Fee Estimator
Location
Princeton, NJ
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Regulatory History
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
Vp Distributors, LLCBroker
Vp Distributors, LLC
Previous Registrations
Vt Distributors LLCBroker
Old Mutual Investment PartnersBroker
Invesco Distributors, INC.Broker
Morgan Stanley Distribution, INC.Broker
Fam Distributors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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