Main Line Capital Management is a registered investment advisor based in East Aurora, New York, owned and operated by Kevin E. McKenna. The firm specializes in managing stock and bond portfolios for individuals, families, and high-net-worth clients. Main Line Capital Management uses a fundamental research approach and a discounted cash flow method to select investments from larger, well-established corporations that are temporarily out of favor. The firm does not hold client assets directly; instead, clients choose a third-party custodian or broker-dealer to hold their funds while Main Line Capital Management manages the investments. Main Line Capital Management does not have the authority to make trades without asking first, meaning clients must approve each transaction.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts with greater than $10,000,000 of assets under management.