McKenna Capital provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Financial planning services cover investment planning, insurance, tax, retirement, college, and debt/credit planning. McKenna Capital generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs.
Assets Under Management$74M
Clients42
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$37M
Fee Structure
McKenna Capital charges an annual fee based on the value of your portfolio. The exact percentage ranges from 0.50% to 2.00% depending on the specific agreement. This fee is negotiable. You can cancel the agreement within five business days for a full refund.
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