Kayne Anderson Rudnick Investment Management offers investment advisory and wealth management services to individual clients, families, institutions, and other entities. The firm focuses on equity and fixed-income strategies, using a research-driven approach to identify high-quality businesses with durable competitive advantages, strong management teams, and reasonable debt levels. For private wealth clients, Kayne Anderson Rudnick Wealth Advisors provides customized portfolio management, financial planning covering retirement and cash-flow needs, and access to third-party specialists for estate planning and tax strategies. The firm operates on an open-architecture platform, utilizing both proprietary strategies and third-party investment products, and manages accounts on a discretionary basis.
| 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.