James Mckee
James Mckee is a registered investment advisor at Mckee Wealth Management, based in Hurricane, WV, with 18 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 7 clients with $2.3M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable above $5,000,000.
Fee Estimator
Location
3060 Mount Vernon Road, Suite 1, Hurricane, WV, 25526
Get directionsHistory
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 ActivitiesSells Insurance
James is the President, CCO, Owner, and an Investment Advisory Representative of McKee Wealth Management, LLC, dedicating full-time hours to client portfolio management. He also owns McKee & Associates, LLC, an insurance agency, and is an agent of First Summit Financial, selling life and long-term care insurance, dedicating full-time hours to these insurance activities.
Employment History
Current Registrations
Mckee Wealth Management
Previous Registrations
Southeast Investments, N.c., INC.Broker
Mckee Wealth Management
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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.