Matthew Mckay
Matthew Mckay is a registered investment advisor at Mckay Wealth Management Group LLC, based in Richmond, VA, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 78 clients with $48M 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 | 1.50% |
Asset-based fees are generally negotiable.
Fee Estimator
Location
2920 W Broad St, Suite 208, Richmond, VA, 23230
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2011Other Business ActivitiesSells Insurance
Matthew is an independent licensed insurance agent and trustee of a family trust. He is also a member and partial owner of White Oak Lodging LLC, a rental property, and spends about 10-20% of his time on these activities.
Employment History
Current Registrations
Mckay Wealth Management Group LLC
Previous Registrations
Sterne Agee Asset Management, INC.
Sterne Agee Asset Management, INC.
Anderson & Strudwick, Incorporated
Morgan Stanley & CO., Incorporated
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.