Chase Carmichael
Chase Carmichael is a registered investment advisor at Kayne Anderson Rudnick Investment Management, LLC, based in Rimersburg, PA, with 11 years of industry experience. Chase 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.
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
Rimersburg, PA
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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
Previous Registrations
Gw&k Investment Management, LLC
Mercer Global Advisors INC.
Fisher Investments
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Wells Fargo Advisors
Wells Fargo AdvisorsBroker
PNC Investments
PNC InvestmentsBroker
Investment Professionals, INC.Broker
State Registrations2 states
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