Advisor at Kayne Anderson Rudnick Investment Management, Llc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Kayne Anderson Rudnick Investment Management, Llc
Location
Rimersburg, PA
Credentials
Series 63, Series 66
Industry experience
11 years
Some direct accounts charged fixed fees; specific amounts not stated
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.60%
Performance-based fees accepted for qualified clients, negotiated individually
Account minimum: $1,000,000 for Wealth Advisory clients; $10,000,000 for Institutional accounts (except certain international/global strategies requiring $25,000,000 minimum); $500,000 minimum for Portfolio Hedging Solution only clients; $1,000,000 minimum for Exchange Fund product only clients Minimum fee: $10,000 annual minimum fee per Wealth Advisory relationship; Relationships below minimum billed $2,500 quarterly Fee-only: Wealth Advisory fees based on assets under advisement; typical range 0.60% to 1.25% depending on strategy and asset level
Kayne Anderson Rudnick Investment Management, LLC
2025 - Present (1 year)
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2023 - 2025 (2 years)
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2021 - 2023 (2 years)
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2019 - 2021 (2 years)
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2016 - 2016 (1 year)
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2016 - 2016 (1 year)
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2016 - 2016 (1 year)
PNC Investments
2015 - 2016 (1 year)
PNC Investments
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
New Bethlehem, PA
Edward Jones
CFP®, Series 66
Clarion, PA
Edward Jones
Series 63, Series 65
New Bethlehem, PA
Green Leaf Advisors
Series 66
Clarion, PA
Janney Montgomery Scott
CFP®, Series 66
Clarion, PA
Janney Montgomery Scott
Series 65
Chicora, PA
Brookstone Capital Management LLC
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