Charles Mckenna is a registered investment advisor at Mckenna Capital, INC., based in Wheaton, IL, with 14 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 42 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
McKenna Capital charges an annual fee based on the value of your portfolio. The exact percentage ranges from 0.50% to 2.00% depending on the specific agreement. This fee is negotiable. You can cancel the agreement within five business days for a full refund.
Location
123 W. Front Street, Suite 200, Wheaton, IL, 60187
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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.
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Charles is a principal and advisor for a commodity fund through Heart Capital, LLC, dedicating minimal time. He also provides consulting for GModelo USA, LLC, spending a limited amount of time in this role.
Employment History
Current Registrations
Mckenna Capital, INC.
Previous Registrations
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Tower Wealth 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.