Glenn Mckenzie
Glenn Mckenzie is a registered investment advisor at Mighty Oak Strong America Investment Company, based in Mechanicsburg, PA, with 11 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 176 clients with $400M 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 $4.0M | 1.00% |
| $4.0M - $10.0M | 0.95% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Fees are negotiable for accounts of $25,000,000 or more. Current and former employees, their family members, and houses of worship are typically not charged.
Fee Estimator
Location
940 Century Drive, Suite B, Mechanicsburg, PA, 17055-4376
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
Glenn works as a management consultant for Demuth & Kaufman Professional Management Consultants and as a property management partner for Lot P, each taking minimal time. These activities occur during securities trading hours.
Employment History
Current Registrations
Mighty Oak Strong America Investment Company
Previous Registrations
Oakmont Capital Management, LLC
Morgan Stanley Smith Barney LLC
The Ayco Company,l.p.
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.
Exams
More Advisors
- Drew Demuth, CFAMighty Oak Strong America Investment Company
- Donald Demuth, CFA, PFSMighty Oak Strong America Investment Company
- John Harris, CFPMighty Oak Strong America Investment Company
- Jeffrey Goyette, CFPDakota Wealth, LLC
- Michael Ginder, CFPLifeguide Financial Advisors, LLC
- Shawn Greenland, CFP, ChFCLPL Financial LLC