MF
CFP
MF
CFP
Makenna Flagg is a CFP-designated registered investment advisor at Makenna & Company, INC., based in Darien, CT, with 42 years of industry experience. Makenna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 6 clients with $3.8M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$633K average
Assets Under Management
$3.8M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
30 Old Kings Highway South, Suite 214, Darien, CT, 06820
Get directionsHistory
Regulatory History (1)
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Regulatory
September 1999Final
Employment History
Current Registrations
Makenna & Company, INC.
October 2004 - Present · 21 yrs 6 mos
Previous Registrations
Hynes Himmelreich Glennon & CO
May 2000 - October 2004 · 4 yrs 5 mos
Mason Securities, INC.Broker
September 1994 - March 2000 · 5 yrs 6 mos
Financial Network Investment CorporationBroker
December 1987 - October 1994 · 6 yrs 10 mos
Descap Securities, INC.Broker
February 1987 - December 1987 · 10 mos
Integrated Resources Equity CorporationBroker
March 1986 - March 1987 · 1 yr
Fsc Securities CorporationBroker
June 1984 - April 1986 · 1 yr 10 mos
Ids Marketing CorporationBroker
July 1983 - July 1984 · 1 yr
State Registrations1 state
CT
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.