Kenza Mckerrihan
Kenza Mckerrihan is a registered investment advisor at D. M. Brenner, INC., based in Solana Beach, CA, with 4 years of industry experience. Kenza operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 127 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
D.M. Brenner, Inc. offers asset management services where they align your investment portfolio with your financial goals and risk tolerance. They create asset allocation models using various securities. The annual advisory fee will not exceed 1.25% of your portfolio. Fees are billed monthly or quarterly based on the average daily balance and are deducted from your account. Fees are negotiable.
They also offer combined financial planning and asset management for a single fee, which will not exceed 1.75% per year of your portfolio.
Keep in mind that third-party managers may charge separate fees.
Location
380 Stevens Avenue, Suite 205, Solana Beach, CA, 92075
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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 ActivitiesSells Insurance
Kenza is an investment advisor representative at Sovran Advisors LLC, dedicating full-time hours to financial planning and asset management. She also works as an insurance agent selling life and disability insurance, spending a few hours per week, and as an independent contractor providing financial advising, dedicating about a quarter of her time.
Employment History
Current Registrations
D. M. Brenner, INC.
Previous Registrations
Sovran Advisors, LLC
Cetera Wealth Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
State Registrations1 state
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.