Matthew Mckee is a CFA, CFP-designated registered investment advisor at Target Rock Wealth Management, LLC, based in New York, NY, with 9 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 75 clients with $61M 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 $500K | 1.45% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
For account(s) managed by SpiderRock, the above fee schedule does not include SpiderRock’s fee. Depending on the model utilized, SpiderRock’s fee can range from 0.50% to 0.85% of assets under management. All fees outlined are negotiable.
Fee Estimator
Contact
Matthew Mckee
Location
445 Park Avenue, Floor 9, New York, NY, 10022
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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
Matthew is a co-founder of Up End Distilling, a distilled spirits business, since January 2018. He spends a few hours per week on this activity outside of business hours and minimal time during working hours, primarily for groundwork and evaluation.
Employment History
Current Registrations
Target Rock Wealth Management, LLC
Previous Registrations
G.distributors, LLCBroker
Morgan Keegan & Company, INC.Broker
State Registrations2 states
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