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McKee Investment Planning, Inc.

Headquartered in CLERMONT, FL

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Firm Information

McKee Investment Planning, Inc. is an investment advisor with approximately $79.28 million in regulatory assets under management. They provide financial planning, pension consulting, and portfolio management services to individuals and high-net-worth individuals. They have 625 total accounts, with 27 of those accounts belonging to high-net-worth individuals.

McKee Investment Planning, Inc.

$79.28M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

MCKEE INVESTMENT PLANNING, INC. has a total of 2 branch locations across the country.
location

CLERMONT, FL

location

Wilmington, DE

Advisors at McKee Investment Planning, Inc.

View All 1 Advisors
Unclaimed
Arthur McKee

CFP®, RA

CLERMONT, FL

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Cassandra Joy Gegenheimer

RA

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Disclosures

There are no public disclosures for McKee Investment Planning, Inc..

Frequently Asked Questions (6)

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