Advisor at McKee Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
McKee Wealth Management
Location
Hurricane, WV 25526
Credentials
Series 66
Industry experience
18 years
James Mckee is a financial advisor with McKee Wealth Management in Hurricane, WV, holding a Series 66 designation and 18 years of industry experience. He has worked at Southeast Investments, N.C. Inc., First Summit Financial, and has been involved with McKee & Associates, LLC since 2007. Mckee serves as a board member of the Home Builders Association of Greater Charleston. McKee Wealth Management provides financial planning, investment management, and wealth management services to individuals, families, and institutional clients including corporate pension and retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and uses a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party platforms.
Based on McKee Wealth Management
Based on McKee Wealth Management
Fixed fees for wealth management ($1,000 to $20,000), financial planning ($350 to $10,000), and retirement plan consulting ($500 to $100,000).
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% Above $5,000,000+: Negotiable
$50 to $300 per hour for financial planning and consulting services.
Account minimum: $25,000 - $50,000 generally for AssetMark Mutual Fund accounts; $100,000 for AssetMark ETF accounts; $50,000 to $500,000 for Privately Managed and Unified Managed Accounts depending on investment strategy; $100,000 for Delta Capital Management Platform. Accounts below stated minimums may be accepted at discretion. Fee-only: Fixed fees generally range from $1,000 to $20,000 annually for wealth management services; financial planning fixed fees generally range from $350 to $10,000; retirement plan fixed fees range from $500 to $100,000.
3060 Mount Vernon Road, Suite 1
Hurricane, WV 25526
West Virginia
Southeast Investments, N.C. Inc.
2017 - 2017 (1 year)
McKee Wealth Management
2015 - Present (11 years)
First Summit Financial
2009 - Present (17 years)
McKee & Associates, LLC
2007 - Present (19 years)
Home Builders Association of Greater Charleston
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Series 65
South Charleston, WV
Global Freedom Financial LLC
CFP®, Series 63, Series 65
South Charleston, WV
Retirement Planning Consultants Inc
Series 63
South Charleston, WV
Freedom Financial Advisors, LLC
Series 63
South Charleston, WV
Freedom Financial Advisors, LLC
Series 65
Hurricane, WV
Ironwood Wealth Management, Inc.
Series 63, Series 65
Hurricane, WV
Ironwood Wealth Management, Inc.
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