Advisor at McKinley Money, LLC
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Firm
McKinley Money, LLC
Location
Eau Claire, WI 54703
Credentials
Series 65
Industry experience
1 year
Duncan McKinley is a Series 65-registered advisor at McKinley Money, LLC with one year of industry experience. He has been with McKinley Money since 2022 and previously attended the University of Wisconsin-Madison. Outside of his advisory role, he is involved in media and publishing through affiliates such as On Your Money Media and McKMedia. McKinley Money, LLC provides discretionary and non-discretionary investment advisory services and financial planning to individual and high-net-worth clients. The firm employs asset-allocation models based on modern portfolio theory and quantitative analysis, offering diversified portfolios with regular account reviews and a unique wrap fee program that combines advisory and trade execution services.
Based on McKinley Money, LLC
$0 - $500,000: 1.00% $500,001 - $750,000: 0.80% $750,001 - $1,000,000: 0.70% $1,000,001 - $2,500,000: 0.60% $2,500,001+: 0.40%
Up to $500 per hour for financial planning and consulting services
Account minimum: $500,000 (minimum may be waived at firm's discretion) Minimum fee: Minimum annual fee of $2,500
N3579 1010 Th St
Eau Claire, WI 54703
Wisconsin
McKinley Money, LLC
2025 - Present (1 year)
McKinley Money, LLC
2022 - 2024 (2 years)
University Of Wisconsin-Madison
2020 - 2024 (4 years)
STUDENT
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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