McKenna & Sullivan is a registered investment advisor providing personalized investment management and financial advice to clients. Led by William McKenna Jr., the firm operates out of Southampton, Pennsylvania. The firm focuses on managing portfolios and providing tailored guidance based on individual client needs, utilizing asset-based fees and hourly consulting fees for its services. McKenna & Sullivan operates independently without outside business activities or relationships with securities issuers.
Assets Under Management$18M
Clients27
Advisors1
Avg. per Client$670K
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
McKenna & Sullivan charges an ongoing fee based on a percentage of the value of your portfolio. Specific fee tiers and rates are detailed in the firm's main regulatory filing brochure.
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