William Mckenna
William Mckenna is a registered investment advisor at Gordian Wealth Advisors, LLC, based in Mill Valley, CA. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 112 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $15.0M | 1.35% |
| $15.0M - $25.0M | 1.20% |
| $25.0M - $50.0M | 1.00% |
| $50M+ | 1.00% |
Fees negotiable for accounts over $50 million. Gordian Wealth Advisors may increase the advisory fee one time per year by an amount equal to the increase in the Consumer Price Index in the United States over the one-year period immediately prior to that anniversary date; however, the advisory fee for all assets in all accounts will not exceed the standard fee.
Fee Estimator
Location
100 B Shoreline Hwy, Suite 302, Mill Valley, CA, 94941
Get directionsHistory
Regulatory History (1)
Criminal
April 1987Employment History
Current Registrations
Gordian Wealth Advisors, LLC
State Registrations1 state
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