McKinley Financial Advisors, Inc. offers portfolio management services tailored to individual client needs, including developing customized investment strategies based on financial goals, time horizon, and risk tolerance. McKinley Financial also offers pension consulting services to employee benefit plans and their fiduciaries. The firm primarily advises on mutual funds and exchange-traded funds.
Fee Structure
McKinley Financial charges an annual advisory fee for portfolio management services, ranging from 0.40% to 1.25% of your account balance. The specific fee is negotiable and depends on factors like the complexity of your assets and the investment strategy. The fee is billed quarterly, in arrears, based on the value of your account on the last day of the previous quarter. Account values of family members may be combined to determine the applicable advisory fee.