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
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.
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.
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