McKenzie Investment Advisors provides ongoing investment advice tailored to each client's specific needs and goals. They develop a personalized investment plan based on a questionnaire and manage the portfolio accordingly. McKenzie Investment Advisors also offers financial planning services, creating detailed plans to help clients achieve their financial objectives. Clients can choose to implement recommendations themselves or through another registered investment advisor.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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