Joshua Kendall
Joshua Kendall is a CFP, ChFC-designated registered investment advisor at Kayne Anderson Rudnick Investment Management, LLC, based in Los Angeles, CA, with 12 years of industry experience. Joshua 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 (1)
Customer Dispute
July 2023Employment History
Current Registrations
Kayne Anderson Rudnick Investment Management, LLC
Previous Registrations
Mariner Wealth
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Griffin Capital Securities, LLCBroker
Deutsche Am Distributors, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management 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.