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Andrew Grant

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

Andrew Grant is a registered investment advisor at Kayne Anderson Rudnick Investment Management, LLC, based in Los Angeles, CA, with 14 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Intelligence Driven Advisers, LLC
January 2019 - March 2023 · 4 yrs 2 mos
Labrum Wealth Management, LLC
July 2018 - March 2019 · 8 mos
LPL Financial LLC
November 2015 - July 2018 · 2 yrs 8 mos
LPL Financial LLCBroker
November 2015 - July 2018 · 2 yrs 8 mos
Morgan Stanley
March 2014 - October 2015 · 1 yr 7 mos
Morgan StanleyBroker
March 2014 - October 2015 · 1 yr 7 mos
Lombardi & CO., INC.Broker
September 2003 - May 2005 · 1 yr 8 mos
Lombardi & CO., INC.Broker
June 2002 - September 2002 · 3 mos
Lombardi & CO., INC.Broker
June 2001 - October 2001 · 4 mos
State Registrations1 state
CA
Advisor

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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