There are two separate ways we can help you:
If you have at least $500,000 of investable assets, we can serve you via an ongoing relationship with advice and investment management that puts your interests first. That can include:
The cost for this type of relationship is usually between 0.4% to 0.9% per year of the assets of yours that we manage.
We also provide a more limited “check-up” that includes a Financial Plan, projections, and general recommendations, and follow-up phone call or in-person meeting. It does not include specific investment advice or management, or future assistance. The fee for this service is $500 per hour, and it generally costs between $2,000 and $4,000.
Not sure if you’re on the right path? We offer a free, confidential, no-obligation financial review to help you understand where you stand today and what steps you can take toward financial independence.
McKinley Money, LLC (“Firm”) is an SEC registered investment adviser located in Eau Claire, Wisconsin and Madison, Wisconsin. Registration does not imply a certain level of skill or training. The Firm’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information. Accordingly, the publication of the Firm’s web site on the Internet should not be construed by any consumer and/or prospective client as the Firm’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. A copy of the Firm’s current written disclosure statement discussing McKinley Money, LLC business operations, services, and fees is available by going online via the SEC’s Investment Advisers Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using CRD #145571. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Firm, will be profitable or equal to any historical performance level(s)). The Firm is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. Each client and prospective client agree, as a condition precedent to access the Firm’s web site, to release and hold harmless the Firm, its officers, directors, owners, employees and agents from all adverse consequences resulting from any actions and/or omissions which are independent of receipt of personalized individual advice from the Firm.
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