Kayne Anderson Rudnick Investment Management, LLC
Kayne Anderson Rudnick (KAR) manages investments for institutions, charities, corporations, retirement plans, and individuals. KAR offers tailored investment strategies, including wrap-fee programs and sub-advisory services. KAR Wealth Advisors (KARWA), a division of KAR, provides wealth advisory services to private clients, including investment advice and financial planning. KAR does not provide accounting, legal, or tax advice.
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.