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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 148 clients with $87M 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 for portfolios over $10 million are negotiable. Grandfathered legacy clients from a prior acquisition may have a slightly different fee structure billed in advance.
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.
Exams
More Advisors
- Jason Napoli, ChFCHigh Country Capital Management
- Amy Greiner, CFPKingsview Wealth Management, LLC
- Jaimee Carnes, CFPElderado Financial, INC
- Adam Hancock, ChFCState Farm Investment Management CORP.
- Lisa Isaacson, CFP, PFSCanyon Creek Investment Advisors
- David Schuttig, CFP, ChFCGladstone Wealth Partners