Samuel Mckinley is a registered investment advisor at Mckinley Financial, based in Brookville, PA, with 12 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 269 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
McKinley Financial charges an annual advisory fee for portfolio management services, ranging from 0.40% to 1.25% of your account balance. The specific fee is negotiable and depends on factors like the complexity of your assets and the investment strategy. The fee is billed quarterly, in arrears, based on the value of your account on the last day of the previous quarter. Account values of family members may be combined to determine the applicable advisory fee.
Location
273 Main Street, Brookville, PA, 15825
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samuel provides tax and accounting services through McKinley & Co., PC, dedicating nearly full-time hours. He also works as a financial advisor at McKinley Financial for about 10-20% of his time, is a board member for Historic Brookville, Inc., and an LLC member for Trident Ventures, LLC.
Employment History
Current Registrations
Mckinley Financial
Previous Registrations
Cetera Investment Advisers LLC
State Registrations2 states
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