MCKENZIE INVESTMENT ADVISORS LLC
MCKENZIE INVESTMENT ADVISORS LLC is a financial firm that provides expert guidance and management services to clients in the realm of personal finance and wealth management. With a team of highly experienced and knowledgeable advisors, the firm is committed to helping clients achieve their financial goals and build a solid foundation for their future.
How does the advisor help clients – Key Takeaways:
Through a client-centric approach, MCKENZIE INVESTMENT ADVISORS LLC works closely with each of its clients to understand their unique financial needs and goals. The firm then devises a tailored financial plan, leveraging its expertise and resources to help clients achieve their objectives.
Facts and Insights
As of 2019, MCKENZIE INVESTMENT ADVISORS LLC has $500 million in assets under management, an advisor count of 10, and has been in business for over 15 years. These numbers are a testament to the firm’s strong track record and success in helping clients achieve financial stability and growth.
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
MCKENZIE INVESTMENT ADVISORS LLC offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, risk management, and more. With a comprehensive approach, the firm helps clients build and protect their wealth for the long-term.
Client Types
The firm’s services cater to a diverse range of clients, including high net worth individuals, families, and businesses. Whether clients are looking to grow their assets, mitigate risks, or plan for their financial future, MCKENZIE INVESTMENT ADVISORS LLC has the expertise and resources to help them achieve their goals.
Fees & Compensation
MCKENZIE INVESTMENT ADVISORS LLC operates on a fee-based model, meaning that its advisors charge a percentage of the assets under management as compensation. This ensures that the firm’s interests are aligned with those of its clients, as the advisors benefit when clients’ portfolios perform well.
Background
MCKENZIE INVESTMENT ADVISORS LLC was founded by John McKenzie, a highly experienced financial expert with over 20 years of experience in the industry. With a team of professionals with diverse backgrounds and expertise, the firm continues to provide top-quality financial services to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, MCKENZIE INVESTMENT ADVISORS LLC is committed to transparency and follows all legal and ethical standards set by the Securities and Exchange Commission (SEC). Clients can have peace of mind knowing that the firm’s advisors have a fiduciary duty to act in their best interests at all times.