MCKENNA & SULLIVAN INC

SOUTHAMPTON, PA 215-364-5770

McKenna & Sullivan Inc. employs a model portfolio strategy primarily utilizing SEI Private Trust Corporation's models to determine suitable asset allocations for clients. The firm's investment philosophy centers on usin…

Fee schedule (excerpt):
  • 1.35% for $0-$500,000
  • 0.85% for $500,001-$2,000,000