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Michael Mckee

22 Years of Experience
Maitland, FL
1 Disclosure

Michael Mckee is a registered investment advisor at Inspire Capital Management LLC, based in Maitland, FL, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 15 clients with $7M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
15 clients
Average Client Portfolio
$467K average
Assets Under Management
$7.0M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Management fee will not exceed 2.00% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Maitland, FL

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History

Regulatory History (1)
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Regulatory
April 2015
Final
Other Business Activities

Michael is an independent author, having written a book titled Big Income: Creating Wealth with Covered Calls. He also serves as the Executive Director for Meals on Wheels, dedicating the majority of his work week to managing its operations.

Employment History
Current Registrations
Inspire Capital Management LLC
September 2004 - Present · 21 yrs 8 mos
Previous Registrations
Inspire Capital Management LLC
September 2004 - December 2014 · 10 yrs 3 mos
International Assets Advisory CorporationBroker
August 1997 - June 1998 · 10 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.
Michael Mckee - Financial Advisor | TrueAdvisor