Arthur Mckee is a CFP-designated registered investment advisor at Mckee Investment Planning, INC., based in Clermont, FL, with 22 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 647 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable.
Fee Estimator
Location
Clermont, FL
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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.
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Arthur teaches economics and finance as an adjunct instructor at Webster University since 2006. When teaching, this requires about 10-20% of his time, but he does not teach every semester.
Employment History
Current Registrations
Mckee Investment Planning, INC.
Previous Registrations
Legg Mason Wood Walker INC
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.