How does the advisor help clients – Key Takeaways:
MCKENNA CAPITAL, INC. provides top-notch financial expertise to its clients without explicitly stating it. As a leader in the financial industry, they have built a strong reputation for providing sound financial advice and strategies to help clients achieve their financial goals. Their professional and ethical approach have earned them the trust of clients, who turn to them for guidance in their financial journey.
Facts and Insights
MCKENNA CAPITAL, INC. has a proven track record of success, with a team of experienced advisors who work diligently to provide the best financial solutions to their clients. They pride themselves on staying updated with the latest financial trends and regulations, to ensure that their clients receive top-notch advice. With their extensive experience and knowledge, they offer valuable insights to help clients make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15+ | 10+ years |
These numbers are a testament to the success and growth of MCKENNA CAPITAL, INC. in the financial industry. With an experienced team and a solid reputation, they have managed to grow their assets under management and attract top professionals to join their team.
Financial Services Offered
MCKENNA CAPITAL, INC. offers a wide range of financial services to cater to the diverse needs of their clients. They provide personalized solutions to help clients achieve their financial goals, including investment management, retirement planning, estate planning, and tax planning. They also offer guidance on insurance and risk management, ensuring their clients have a comprehensive financial plan in place.
Client Types
MCKENNA CAPITAL, INC. serves a diverse range of clients, including individuals, families, and businesses. They cater to clients at different stages of their financial journey, from young professionals starting their careers to retirees looking to preserve their wealth. Their personalized approach ensures that each client receives tailored solutions and the attention they deserve.
Fees & Compensation
MCKENNA CAPITAL, INC. operates on a fee-only basis, meaning they do not earn commission on the products they offer. This ensures that their recommendations are unbiased and in the best interest of their clients. They are transparent about their fees and compensation structure, ensuring that clients understand what they are paying for and the value they receive in return.
Background
MCKENNA CAPITAL, INC. was founded in 2008 by John McKenna, a highly experienced and reputable financial advisor. Under his leadership, the firm has grown and expanded its services, establishing itself as a trusted and reliable financial advisor in the industry. Their team of advisors brings diverse backgrounds and expertise, providing clients with a well-rounded and comprehensive approach to financial planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, MCKENNA CAPITAL, INC. is required to disclose information about their business operations, fees, and potential conflicts of interest. This ensures transparency and promotes trust between the advisor and the client. Interested clients can access this information on their website or by requesting it directly from the firm.