Lakhaun Mckinley is a CFP-designated registered investment advisor at Origin Investment Advisory LLC, based in Houston, TX, with 19 years of industry experience. Lakhaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,776 clients with $2.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Origin Investment Advisory does not charge a management fee based on the value of your account for Automated Index Investing (AII) programs. However, the mutual funds and ETFs within the portfolios may have their own fees, such as sales loads, management fees, and operating expenses. Administrative and trading costs may also be imposed by DriveWealth, the firm's broker-dealer.
Location
16420 Park Ten Pl, Ste 220, Houston, TX, 77084
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lakhaun is the single member of MNM Vested, LLC, which provides non-investment related services to small businesses and rental property owners. He also owns the website www.themeparkjoy.com, an Amazon affiliate retail site, and works as an on-demand employee for Zeiders Enterprises providing financial counseling to military members, and spends nearly full-time on investment advisory services through MNM Vested, LLC.
Employment History
Current Registrations
Origin Investment Advisory LLC
Mnm Vested, LLC
Previous Registrations
Northern Financial Advisors, INC
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.