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Alec Mckenna

8 Years of Experience
New York, NY

Alec Mckenna is a registered investment advisor at Gables Capital Management, INC., based in New York, NY, with 8 years of industry experience. Alec operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 173 clients with $420M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
173 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$423.6M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.5M1.25%
$1.5M - $4.5M1.00%
$4.5M - $9.0M0.75%
$9M+0.50%

Schedule is for Equity and Balanced Accounts. For Fixed Income Accounts: First $1,000,000: 0.65%, Next $1,000,000: 0.50%, Next $3,000,000: 0.35%, Accounts over $5,000,000: 0.20%. Fees may be negotiable.

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

New York, NY

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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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Employment History
Current Registrations
Gables Capital Management, INC.
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Masterworks Advisers, LLC
June 2023 - September 2024 · 1 yr 3 mos
Arete Wealth Advisors, LLC
February 2023 - July 2023 · 5 mos
Arete Wealth Management, LLCBroker
February 2023 - May 2023 · 3 mos
Independent Brokerage Solutions LLCBroker
June 2022 - September 2022 · 3 mos
Arete Wealth Management, LLCBroker
April 2022 - June 2022 · 2 mos
Arete Wealth Advisors, LLC
March 2022 - June 2022 · 3 mos
Independent Brokerage Solutions LLCBroker
February 2020 - March 2022 · 2 yrs 1 mo
Templum Markets LLCBroker
October 2016 - February 2020 · 3 yrs 4 mos
State Registrations1 state
NY
Advisor

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.
Alec Mckenna - Financial Advisor | TrueAdvisor