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McKee Investment Planning
MCKEE INVESTMENT PLANNING, INC. is a state-registered investment adviser in Clermont, FL. The firm manages approximately $99 million in assets.
McKee Investment Planning
MCKEE INVESTMENT PLANNING, INC. is a state-registered investment adviser in Clermont, FL. The firm manages approximately $99 million in assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Year founded
1998
Location
Region
North America
Country
United States
City
Clermont
Corporate office
Danville, CA, United States
Principals
James McKee
President
Sector focus
Frequently asked questions
Is McKee Investment Planning a fiduciary?
Yes. McKee Investment Planning operates as a registered investment adviser, which legally obligates the firm to act as a fiduciary under the Investment Advisers Act of 1940. This means the firm must place client interests ahead of its own and disclose any material conflicts of interest. The fee-only compensation model reinforces this posture by removing commission-based incentives.
Does McKee Investment Planning manage proprietary funds or pooled vehicles?
No. The firm does not offer proprietary mutual funds, hedge funds, or private equity vehicles. Client portfolios are built using third-party no-load mutual funds, ETFs, and separately managed accounts from unaffiliated asset managers. This open-architecture approach avoids the conflict of interest inherent in recommending proprietary products.
How does McKee Investment Planning approach portfolio construction?
Portfolio construction emphasizes asset allocation, tax efficiency, and cost control across a mix of US large-cap equities, fixed income, municipal bonds, and real estate investment trusts. The firm selects individual securities and third-party funds based on a due-diligence framework that prioritizes low expense ratios, tax sensitivity, and alignment with client retirement-income objectives.
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