Justin Mckenna is a registered investment advisor at High Country Capital Management, based in Montrose, CO, with 15 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 153 clients with $82M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees may be negotiable on portfolios over $10 million. In 2016, HCCM purchased the business of Miller Financial Services, LLC and agreed to grandfather in the firm’s then-current fee schedule. By special arrangement, the fees for these clients are invoiced quarterly in advance are as follows: Up to $1,000,000: 1.25%, $1,000,000 - $2,000,000: 1.00%, $2,000,000 - $10,000,000: 0.80%, $10,000,000 - $999,999,999: 0.50%
Fee Estimator
Location
521 E. Main Street, Montrose, CO, 81401-3931
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 →Employment History
Current Registrations
High Country Capital Management
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.