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Darnel Bentz

Kayne Anderson Rudnick Investment Management, LLC
23 Years of Experience
Los Angeles, CA
Broker
View SEC Summary
View SEC Summary

Darnel Bentz is a registered investment advisor at Kayne Anderson Rudnick Investment Management, LLC, based in Los Angeles, CA, with 23 years of industry experience. Darnel 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.

Kayne Anderson Rudnick Investment Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
24,735 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$39.4B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10M+0.60%

Fees are negotiable. Minimum annual fee of $10,000 applies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory 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.

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Employment History
Current Registrations
Kayne Anderson Rudnick Investment Management, LLC
November 2020 - Present · 5 yrs 11 mos
Vp Distributors, LLC
March 2013 - Present · 13 yrs 7 mos
Vp Distributors, LLCBroker
March 2013 - Present · 13 yrs 7 mos
Previous Registrations
Keybanc Capital Markets INC.Broker
February 2010 - October 2012 · 2 yrs 8 mos
Charles Schwab & CO., INC.
November 2004 - September 2007 · 2 yrs 10 mos
Charles Schwab & CO., INC.Broker
October 2000 - September 2007 · 6 yrs 11 mos
State Registrations2 states
CACO
AdvisorBrokerBoth

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
No exam information available for this advisor.
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