TrueAdvisor
TrueAdvisor
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CFP
DG
CFP
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Kayne Anderson Rudnick Investment Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
27,435 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$45.5B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000

Location

2091 East 1300 South, Suite 201, Salt Lake City, UT, 84108

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Kayne Anderson Rudnick Investment Management, LLC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Fisher Investments
January 2020 - June 2024 · 4 yrs 5 mos
Fidelity Personal and Workplace Advisors
September 2018 - January 2020 · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
July 2016 - January 2020 · 3 yrs 6 mos
State Registrations2 states
CAUT
Advisor
Exams
No exam information available for this advisor.