McKee Investment Planning (MIP) offers investment advisory services, including managing investment portfolios by selecting stocks, mutual funds, exchange-traded funds, and bonds. MIP also helps clients with identifying and prioritizing financial goals, retirement planning, personal financial planning (budgeting, debt payoff, and savings), and creating and administering small business retirement plans. MIP tailors advice to individual client needs and may impose restrictions on certain investments.
Assets Under Management$99M
Clients647
Advisors2
Avg. per Client$150K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...