William Russell
William Russell is a registered investment advisor at Kayne Anderson Rudnick Investment Management, LLC, based in Los Angeles, CA, with 20 years of industry experience. William 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.
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 →Other Business Activities
William is on the advisory board for Vallum Advisors, a financial communications/PR consultancy, dedicating minimal time. He also owns a log cabin rental property with surrounding timber farm and hunting leases, managed by Regions Private Wealth Management, and spends minimal time on it.
Employment History
Current Registrations
Vp Distributors LLC
Kayne Anderson Rudnick Investment Management, LLC
Vp Distributors LLCBroker
Previous Registrations
Cornerstone Wealth
Roberts & Ryan, INC.Broker
Consensys Digital Securities LLCBroker
Cambridge Investment Research, INC.Broker
Scotia Capital (USA) INC.Broker
Howard Weil IncorporatedBroker
Hibernia Southcoast Capital, INC.Broker
State Registrations2 states
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.