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How does the advisor help clients – Key Takeaways:
As a trusted financial advisor, MAKENNA & COMPANY, INC. provides expert guidance and personalized strategies to help clients achieve their financial goals. They offer a range of services and cater to different types of clients, making them a versatile and reliable option for anyone seeking financial advice.
- Expert guidance and personalized strategies for financial success
- Range of services offered for different types of clients
- Versatile and reliable option for financial advice
Facts and Insights
MAKENNA & COMPANY, INC. is a reputable financial firm with a track record of helping clients achieve their financial goals. With a team of experienced advisors, they provide valuable insights and strategies to help clients navigate the complex financial landscape.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
MAKENNA & COMPANY, INC. offers a comprehensive range of financial services to meet the needs of their diverse client base. Their services include investment management, retirement planning, tax planning, risk management, and estate planning.
Client Types
MAKENNA & COMPANY, INC. serves a wide range of clients, including high-net-worth individuals, families, and small business owners. They also work with individuals and organizations seeking to establish charitable foundations or manage endowments.
Fees & Compensation
MAKENNA & COMPANY, INC. operates on a fee-based compensation model, which means their advisors are compensated based on a percentage of the client’s assets under management. This ensures that their interests are aligned with the client’s and encourages a long-term, successful partnership.
Background
Founded in 2005, MAKENNA & COMPANY, INC. has established itself as a leading financial advisory firm. With a team of experienced advisors and a commitment to client success, they have built a solid reputation in the industry.
Financial Advisor Disclosures to Know
As registered investment advisors, MAKENNA & COMPANY, INC. adheres to strict regulations and guidelines to ensure they provide transparent and ethical services to their clients. They also have a disclosure document called Form ADV, which outlines important information about their services, fees, and potential conflicts of interest.