Makenna & Company provides investment advice and manages portfolios for individuals, trusts, and estates. They create personalized investment policies and manage portfolios based on those policies, primarily using mutual funds and ETFs. Makenna & Company also offers financial planning services, creating detailed plans to help clients achieve their financial goals, covering areas like budgeting, tax planning, retirement, and education.
Assets Under Management$3.8M
Clients6
Advisors1
Avg. per Client$630K
Avg. per Advisor$3.8M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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