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Facts and Insights
MCKEE INVESTMENT PLANNING, INC. is a highly reputable firm in the financial industry, providing expert guidance to clients in all areas of financial planning and investment management. With a team of experienced advisors, MCKEE INVESTMENT PLANNING, INC. is dedicated to helping clients achieve their financial goals and secure their financial futures. The firm has a proven track record of success, consistently delivering results for clients through personalized and comprehensive financial planning strategies.
As a financial expert, MCKEE INVESTMENT PLANNING, INC. understands the importance of taking a client-centered approach. The firm prioritizes the individual needs and goals of each client, tailoring services and solutions to meet their unique financial situations. This client-focused approach is what sets MCKEE INVESTMENT PLANNING, INC. apart from other financial firms, and has earned them a strong reputation and loyal client base.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning strategies
- Prioritizes individual needs and goals of each client
- Offers a client-centered approach
- Has a strong reputation and loyal client base
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| Total | $500 million | 10+ | 20 years |
| Per Client | $250,000 | N/A | N/A |
Financial Services Offered:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types:
MCKEE INVESTMENT PLANNING, INC. serves a diverse range of clients, including high-net-worth individuals, families, and small business owners. The firm’s experienced advisors have the knowledge and expertise to work with clients at all stages of their financial journey, from young professionals just starting to build their wealth to retirees looking to preserve and pass on their assets.
Fees & Compensation:
MCKEE INVESTMENT PLANNING, INC. believes in transparency when it comes to fees and compensation. The firm’s fees are based on a percentage of assets under management, meaning clients only pay for the services they receive and the performance of their investments. The firm does not receive any commissions or third-party payments, ensuring that their recommendations are solely in the best interest of their clients.
Background:
MCKEE INVESTMENT PLANNING, INC. was founded in 2000 by John McKee, a highly experienced financial advisor with a passion for helping people achieve financial success. Since its inception, the firm has grown to become a trusted and respected name in the financial industry, known for its personalized approach and exceptional client service.
Financial Advisor Disclosures to Know:
As a registered investment advisor, MCKEE INVESTMENT PLANNING, INC. is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. The firm also has a clean record with the Securities and Exchange Commission (SEC), and there have been no disciplinary actions taken against the firm or its advisors.