and
How does the advisor help clients – Key Takeaways:
MCKINNEY CAPITAL MANAGEMENT, LLC is a trusted financial management firm that offers a wide range of services to help clients achieve their financial goals. They work with individuals, families, and businesses to create customized financial plans that align with their unique needs and objectives.
- Provides personalized financial planning services
- Offers investment management solutions
- Helps clients navigate through complex financial situations
- Fosters long-term relationships built on trust and transparency
Facts and Insights
Here are some key facts and insights about MCKINNEY CAPITAL MANAGEMENT, LLC:
| Assets Under Management | $100 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 10 years |
Financial Services Offered
MCKINNEY CAPITAL MANAGEMENT, LLC offers a range of financial services to meet the needs of their clients. These services include:
- Investment Management
- Wealth Management
- Tax Planning
- Retirement Planning
- Estate Planning
Client Types
MCKINNEY CAPITAL MANAGEMENT, LLC works with a diverse group of clients, including individuals, families, and small businesses. They also have expertise in working with high net worth individuals and those approaching retirement.
Fees & Compensation
MCKINNEY CAPITAL MANAGEMENT, LLC operates on a fee-based model, where fees are based on a percentage of assets under management. This ensures that their interests are aligned with their clients, as their compensation is directly tied to their clients’ portfolio performance. They are transparent about their fees and do not charge any hidden fees or commissions.
Background
MCKINNEY CAPITAL MANAGEMENT, LLC was founded by John McKinney, a highly experienced and knowledgeable financial advisor. He has over 20 years of experience in the finance industry and holds various certifications and designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Accredited Investment Fiduciary (AIF). His expertise and commitment to providing top-notch financial services have earned him a strong reputation in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, MCKINNEY CAPITAL MANAGEMENT, LLC is held to the highest fiduciary standards and is legally obligated to act in their clients’ best interests. They do not have any disclosures listed on their record. This demonstrates their commitment to transparency and ethical business practices.