Kendra Mckinney
Kendra Mckinney is a registered investment advisor at Pinnacle Wealth Management Group, INC., based in Plymouth, MI, with 5 years of industry experience. Kendra 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 204 clients with $210M 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 $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable. Platinum Program fees range from 0.25% to 1.00% in addition to the portfolio management fee.
Fee Estimator
Location
849 Penniman Suite 201, Plymouth, MI, 48170
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 →Other Business ActivitiesSells Insurance
Kendra works as an insurance agent since 2020. This activity is non-investment related and takes minimal time.
Employment History
Current Registrations
Pinnacle Wealth Management Group, 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.