Glenn Mckenzie
Glenn Mckenzie is a registered investment advisor at Mighty Oak Strong America Investment Company, based in Mechanicsburg, PA, with 11 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 173 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4.0M - $10.0M | 0.95% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Fees are negotiable for clients with assets of $25,000,000 or more under management. Current and former employees, their family members, and houses of worship are typically not charged.
Fee Estimator
Location
940 Century Drive, Suite B, Mechanicsburg, PA, 17055-4376
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Glenn works as a management consultant for Demuth & Kaufman Professional Management Consultants and as a property management partner for Lot P, each taking minimal time. These activities occur during securities trading hours.
Employment History
Current Registrations
Mighty Oak Strong America Investment Company
Previous Registrations
Oakmont Capital Management, LLC
Morgan Stanley Smith Barney LLC
The Ayco Company,l.p.
State Registrations1 state
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