TrueAdvisor
TrueAdvisor
MF
CFP
MF
CFP

Makenna Flagg

Makenna & Company, INC.
43 Years of Experience
Darien, CT
1 Disclosure
View SEC Summary
View SEC Summary

Makenna Flagg is a CFP-designated registered investment advisor at Makenna & Company, INC., based in Darien, CT, with 43 years of industry experience. Makenna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 6 clients with $3.8M in assets under management.

Makenna & Company, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$633K average
Assets Under Management
$3.8M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

All fees are subject to negotiation. Minimum account size is $500,000, which can be met by combining family accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

30 Old Kings Highway South, Suite 214, Darien, CT, 06820

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 1999
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Makenna & Company, INC.
October 2004 - Present · 22 yrs
Previous Registrations
Hynes Himmelreich Glennon & CO
May 2000 - October 2004 · 4 yrs 5 mos
Mason Securities, INC.Broker
September 1994 - March 2000 · 5 yrs 6 mos
Financial Network Investment CorporationBroker
December 1987 - October 1994 · 6 yrs 10 mos
Descap Securities, INC.Broker
February 1987 - December 1987 · 10 mos
Integrated Resources Equity CorporationBroker
March 1986 - March 1987 · 1 yr
Fsc Securities CorporationBroker
June 1984 - April 1986 · 1 yr 10 mos
Ids Marketing CorporationBroker
July 1983 - July 1984 · 1 yr
State Registrations1 state
CT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Darien, CT →All financial advisors in Connecticut →