David Mckee is a CFP-designated registered investment advisor at Accordant Advisory Group, INC., based in Annapolis, MD, with 31 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 189 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fees are for the Ambassador Investment Account Program, a wrap fee program. The fee includes execution and clearing charges. AAG retains the discretion to negotiate alternative fees on a client-by-client basis.
Fee Estimator
Location
309 Third Street, Annapolis, MD, 21403-2509
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is an officer (Treasurer, CEO, President) and owner of Accordant Advisory Group, Inc., an independent SEC-registered RIA, dedicating nearly full-time hours to it. He is also a shareholder and Vice President of Xanadu 1320 LLC, spending minimal time on this.
Employment History
Current Registrations
Accordant Advisory Group, INC.
Previous Registrations
Raymond James Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.