McKee Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,300,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$383,333
About
McKee Wealth Management provides financial planning, investment management, and wealth management services to individuals and families as well as a range of institutional clients, including corporate pension and retirement plans, trusts, and charitable organizations. Clients may engage the firm for discretionary or non‑discretionary portfolio management, retirement plan consulting, and related implementation and consulting services.
The firm implements portfolios using mutual funds, ETFs, individual equity and debt securities, REITs and options, and frequently recommends third‑party platforms and independent managers (AssetMark and Delta Capital Management) to execute and monitor strategies. Wealth management engagements begin with an in‑depth review of investments, insurance, tax, estate and cash‑flow issues, and written financial plans are provided when requested for an additional fee.
MWM is affiliated with an insurance agency and the firm’s representatives may act as insurance agents or brokers, a relationship that can result in commission compensation when insurance products are recommended and is disclosed as a potential conflict of interest. The firm’s active pension consulting, retirement‑plan fiduciary support, and participant education programs distinguish it from many peers that focus primarily on individual retail clients.
Client services
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Income planning
Active portfolio management
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Executive
Fee options
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.
Main office location
McKee Wealth Management
3060 Mount Vernon Road, Suite 1
Hurricane WV 25526, United States
Number of offices
2
Most active in
McKee Wealth Management has reported serving >5 clients in these states in the last 12 months.
West Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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