Makenna & Company manages investment portfolios and provides personalized financial planning for individuals, families, trusts, and estates. Makenna & Company builds tailored investment portfolios using mutual funds and exchange-traded funds based on each client's specific goals, risk tolerance, and time horizon. The firm has the authority to buy and sell investments without asking first, following the agreed-upon strategy. In addition to investment management, Makenna & Company creates written financial plans covering personal budgeting, cash flow analysis, income taxes, death and disability planning, education funding, and retirement strategies. The firm also offers independent manager search and monitoring services to help clients select outside registered investment advisors. Makenna & Company operates as a registered investment advisor and requires a minimum investment of $500,000 for investment management, which can be reached by combining accounts within a family group.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
All fees are subject to negotiation. Minimum account size is $500,000, which can be met by combining family accounts.