Mark Mckinley is a CFP-designated registered investment advisor at Mckinley Financial, based in Brookville, PA, with 26 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 269 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
McKinley Financial charges an annual advisory fee for portfolio management services, ranging from 0.40% to 1.25% of your account balance. The specific fee is negotiable and depends on factors like the complexity of your assets and the investment strategy. The fee is billed quarterly, in arrears, based on the value of your account on the last day of the previous quarter. Account values of family members may be combined to determine the applicable advisory fee.
Location
273 Main Street, Brookville, PA, 15825
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Mark is a CPA/employee at McKinley & Co, PC, providing accounting and tax services, dedicating a few hours per week. He also owns a commercial building in Brookville, PA, spending minimal time on this activity.
Employment History
Current Registrations
Mckinley Financial
Previous Registrations
Cetera Investment Advisers LLC
Terra Financial Planning Group LTD
Cetera Financial Specialists LLCBroker
State Registrations2 states
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.