Advisor at Lifetime Wealth Management P.C.
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.
Location
Alpharetta, GA
Credentials
Series 65
Industry experience
5 years
Scott Mckee is a financial advisor at Lifetime Wealth Management P.C. in Alpharetta, GA, holding a Series 65 designation with five years of industry experience. He has been with Lifetime Wealth Management since 2020 and is also the managing member and owner of Ell, LLC dba Sidecar Group, where he advises leaders in healthcare organizations on growth and development strategies. Additionally, he serves as vice president and owner of Recurrit, LLC dba Tempus, a software development company focused on time request and billing solutions. Lifetime Wealth Management P.C. provides personalized financial planning and investment management services to individuals, high-net-worth clients, estates, small businesses, and charitable organizations. The firm employs a core-and-satellite investment approach combining passive and active strategies and offers discretionary and non-discretionary portfolio management along with specialized planning and consulting services.
Based on Lifetime Wealth Management P.C.
Based on Lifetime Wealth Management P.C.
Financial plan fees starting at $5,000, billed 50% in advance and balance upon delivery
$0 - $1,000,000: 1.25% $1,000,000.01 - $2,500,000: 1.00% $2,500,000.01 - $5,000,000: 0.80% $5,000,000.01+: 0.65%
Commissions may be received from insurance products sold by licensed insurance agents affiliated with the firm
Hourly planning engagements at $450 per hour
Performance fee of 10% of net gains exceeding 7% hurdle rate, with a base advisory fee of 1% annually; private investment performance fees of 10% on distributions exceeding invested capital
Account minimum: $1,000,000 Minimum fee: Minimum fee for financial plan: $5,000 (not negotiable) Fee-only: Financial planning fee minimum $5,000; hourly planning at $450/hour
Alpharetta, GA
Georgia
Lifetime Wealth Management P.C.
2020 - Present (6 years)
Ell LLC dba Sidecar Group
2014 - Present (12 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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