Kevin O'regan
Kevin O'regan is a CFP-designated registered investment advisor at Kayne Anderson Rudnick Investment Management, LLC, based in Walpole, MA, with 19 years of industry experience. Kevin 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
128 School St, Unit 7, Walpole, MA, 02081
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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, LLC
Vp Distributors, LLCBroker
Previous Registrations
Blackstone Advisory Partners L.P.Broker
Ngam Advisors, L.P.
Ngam Distribution, L.P.Broker
Quasar Distributors, LLCBroker
Manulife Asset Management (US) LLC
John Hancock Funds, LLCBroker
State Registrations6 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.
Exams
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