Charles Mckenna is a registered investment advisor at Mckenna Capital, INC., based in Wheaton, IL, with 8 years of industry experience. Charles 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, Insurance Planning, and 3 more. Their firm serves 42 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
McKenna Capital charges an annual fee based on the value of your portfolio. The exact percentage ranges from 0.50% to 2.00% depending on the specific agreement. This fee is negotiable. You can cancel the agreement within five business days for a full refund.
Location
123 W. Front Street, Suite 200, Wheaton, IL, 60187
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is the owner of a business services company since 2000, dedicating about 10-20% of his time. He also serves as a director for Wheaton Bank and Trust, Penske Motor Group, and JVA Partners, spending minimal time on each.
Employment History
Current Registrations
Mckenna Capital, INC.
State Registrations1 state
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.