C.brian Mckee is a registered investment advisor at Gladstone Wealth Partners, based in Evansville, IN, with 38 years of industry experience. C.brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
727 N. Cross Pointe Blvd, Suite C, Evansville, IN, 47715
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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 ActivitiesSells Insurance
C.Brian is affiliated with McKee Financial Resources Inc., Gladstone Institutional Advisory LLC, and McKee Wealth Management, providing investment advisory services. He also works as an insurance agent, spending minimal time on non-variable insurance.
Employment History
Current Registrations
LPL Financial LLCBroker
Gladstone Wealth Partners
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
New England SecuritiesBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Intersecurities, INC.Broker
Pw Securities, INC.Broker
Manequity, INC.Broker
Aul Equity Sales CORP.Broker
American United Life Insurance CompanyBroker
State Registrations25 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.