McHenry Investments provides investment management and financial planning services tailored to each client's specific financial situation, goals, and risk tolerance. The firm operates as a registered investment advisor legally required to act in your best interest. Services include ongoing portfolio design, asset allocation, investment selection, regular monitoring and rebalancing, and risk management reviews, primarily utilizing exchange-traded funds, mutual funds, individual stocks, fixed income securities, and cash. McHenry Investments can manage your portfolio either by making trades without asking you first or by getting your approval before each trade. In addition to ongoing portfolio management, the firm offers stand-alone financial planning, investment consulting, and portfolio review services on an hourly or fixed-fee basis. The firm is solely owned and managed by Collin R. McHenry, who is also an attorney operating a separate law practice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable at the firm's discretion.