Guides › Financial Advisor Fees
Updated September 27, 2026. Quick answer: Kayne Anderson Rudnick discloses a tiered schedule starting at 1.00% in its Kayne Anderson Rudnick Investment Management, LLC Form ADV Part 2A Brochure (March 26, 2026). Converted to dollars, that runs $10,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Kayne Anderson Rudnick Investment Management, LLC Form ADV Part 2A Brochure (March 26, 2026): “Kayne Anderson Rudnick Wealth Advisors (“KARWA”): Wealth Advisory Client Fee Schedule. Minimum Relationship Size: $1 million. Minimum Fee: The minimum annual fee per relationship is $10,000. Relationships below the annual minimum will be billed $2,500 on a quarterly basis. Wealth Advisory Fee Schedule, Assets under Advisement / Annual Fee: First $3 Million 1.00%; Next $2 Million 0.80%; Next $5 Million 0.70%; Additional Assets 0.60%.”
Note: Kayne Anderson Rudnick Wealth Advisors (“KARWA”) states a $1,000,000 minimum relationship size for this Wealth Advisory Client Fee Schedule; the figures below show what the firm’s own published schedule would compute at each balance shown, including two below that stated minimum.
- First $3 Million: 1.00%
- Next $2 Million: 0.80%
- Next $5 Million: 0.70%
- Additional Assets: 0.60%
Minimum annual fee: $10,000.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $10,000 | 4.00% |
| $500,000 | $10,000 | 2.00% |
| $1,000,000 | $10,000 | 1.00% |
| $2,000,000 | $20,000 | 1.00% |
KARWA’s own schedule is a marginal, bracket-style schedule computed like an income tax bracket from $0 (First $3 Million 1.00%; Next $2 Million 0.80%; Next $5 Million 0.70%; Additional Assets 0.60%), with a stated $10,000 minimum annual fee per relationship: at $250,000 and $500,000 the 1.00% first-bracket rate (2,500 and 5,000) is below the $10,000 floor, so the floor applies; at $1,000,000, 1,000,000 x 0.01 = $10,000, exactly matching the floor; at $2,000,000 the full balance still sits within the First $3 Million bracket, so 2,000,000 x 0.01 = $20,000.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Kayne Anderson Rudnick’s own published rate runs $10,000 a year.
Comparing Kayne Anderson Rudnick against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Kayne Anderson Rudnick Investment Management, LLC Form ADV Part 2A Brochure (March 26, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028852
- SEC Investment Adviser Public Disclosure, Kayne Anderson Rudnick Investment Management, LLC (CRD #104599): https://adviserinfo.sec.gov/firm/summary/104599
- Kayne Anderson Rudnick Investment Management, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/104599/PDF/104599.pdf
Methodology. This page was built September 27, 2026, drawing on Kayne Anderson Rudnick’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Weighing whether to move ahead? Read the full Kayne Anderson Rudnick review.
Is Kayne Anderson Rudnick a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Kayne Anderson Rudnick’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Kayne Anderson Rudnick against other options? See Kayne Anderson Rudnick alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.
How does this compare? See the annual fee on $500,000 at 165 advisory firms, each from the firm’s own filing.