Seth Mcbee is a registered investment advisor at Mcbee Advisors, INC., based in Glendale, AZ, with 25 years of industry experience. Seth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 226 clients with $54M 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 | 2.50% |
| $50K - $1000K | 2.25% |
| $100K - $500K | 2.00% |
| $500K+ | 1.90% |
Fees are negotiable and may vary from client to client. Annual percentages applied currently range from 0.85% to 2.50%, but are subject to change, and are subject to negotiation and individual determination based upon particular facts and circumstances of a client and the extent of advisory services anticipated. Funds invested in Cryptocurrency ETF Portfolio was added as one of the factors on which investment management fees are based.
Fee Estimator
Location
19420 N 59th Ave, Suite B239, Glendale, AZ, 85308
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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
Seth is an agent and managing partner at Stat Caddy, a fantasy golf simulator, since April 2025. He dedicates a few hours per week to managing the business.
Employment History
Current Registrations
Mcbee Advisors, INC.
Previous Registrations
Steward Advisors Group, LLC
Hbw Advisory Services LLC
Hbw Securities LLCBroker
Adirondack Trading Group LLCBroker
Ssn Advisory, INC.
Mcbee Advisors, INC.
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
UBS Painewebber INC.Broker
State Registrations6 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.