Mckee Investment Planning, Inc.
Mckee Investment Planning, Inc. (CRD# 126676) is a financial advisory firm headquartered in Clermont, FL. They manage $63,784,773 in 658 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Mckee Investment Planning, Inc.
By the Numbers
-
Total Assets Under Management64MILLION
-
Total Number of Accounts658ACCOUNTS
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Average Account Value$96,937
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Mckee Investment Planning, Inc.
1
Arthur McKee (CRD# 4551443) is an Investment Advisor Representative working at Mckee Investment Planning, Inc. in Clermont, FL and has over 21 years of experience in the finance industry.
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