David W. Mckinlay, Chfc

Overview

David W. Mckinlay, Chfc operates as a sole proprietorship focused on fee-based advisory work for both individual/family and institutional clients. The firm identifies as a capital allocator and provides portfolio management for individuals and small businesses plus the selection of outside advisers and managers as part of its offering. Compensation comes through a percentage-of-AUM schedule and hourly charges. The adviser does not market itself as an ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser activity.

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Public Holdings

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Location & Offices