MCKEE WEALTH MANAGEMENT

Overview

Mckee Wealth Management is an individually owned limited liability company that serves a small roster of individual and family clients. The firm combines portfolio management for individuals and small businesses with pension consulting and client education (seminars/workshops), and it also functions as an insurance broker. Compensation is flexible: the firm charges a percentage of assets under management and may also bill hourly or by fixed fee depending on the engagement. Mckee does not identify as an ESG investor, is not a capital allocator, and operates under an unclassified adviser profile. The firm lists an insurance company affiliation, which aligns with its brokerage activity and the presence of annuity products in its client solutions. It appears focused on direct client relationships rather than multi-state or institutional mandates.

Assets & Accounts

Investments & Alternatives