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CFP
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CFP

Paul Mckenna

T. Rowe Price Advisory Services, INC.
20 Years of Experience
Boston, MA
Broker
View SEC Summary
View SEC Summary

Paul Mckenna is a CFP-designated registered investment advisor at T. Rowe Price Advisory Services, INC., based in Boston, MA, with 20 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 13,517 clients with $5.9B in assets under management.

T. Rowe Price Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
500 advisors
Number of Clients
13,517 clients
Average Client Portfolio
$436K average
Assets Under Management
$5.9B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.90%

The gross advisory fee is up to 0.90% and is offset by the underlying operating expenses of the proprietary funds held in the account, resulting in an estimated net advisory fee ranging from 0.43% to 0.56% depending on the model portfolio.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Boston, MA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Paul owns Marine Park, LLC, a rental property, since 2018, dedicating minimal time. He is also a partner in MDP Property Group LLC, focused on multi-family rental properties, spending minimal time on this activity as well.

Employment History
Current Registrations
T. Rowe Price Investment Services, INC.
July 2022 - Present · 4 yrs 3 mos
T. Rowe Price Advisory Services, INC.
July 2022 - Present · 4 yrs 3 mos
T. Rowe Price Investment Services, INC.Broker
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Clearbridge Investments, LLC
January 2012 - June 2022 · 10 yrs 5 mos
Franklin Distributors, LLCBroker
December 2011 - June 2022 · 10 yrs 6 mos
Putnam Investment Management, LLC
January 2008 - December 2011 · 3 yrs 11 mos
Putnam Retail Management Limited PartnershipBroker
May 2006 - December 2011 · 5 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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