A complete list of active advisors currently associated with McBee Advisors, Inc.

Warmer can help you find a great advisor at McBee Advisors, Inc. or one who fits your needs even better.

McBee Advisors provides fee-for-service investment advice and discretionary portfolio management to individuals, businesses, and trusts, with services that include retirement planning, college funding, and employee benefits and qualified plan subaccount analysis. The firm accepts both retail households and plan-related clients and states it conducts pension consulting and review of qualified plan subaccounts. The firm operates both a Strategic Asset Management (SAM) program centered on asset-allocation portfolios and an Active Management Program (AMP) that uses model portfolios across multiple sectors and styles; allocations may be reallocated as frequently as monthly and position changes commonly occur every 30–150 days. Accounts are typically managed on a discretionary basis, and the adviser may at times use short-term leveraged bond funds for liquidity while also offering less-active, long‑term buy-and‑hold options. Noteworthy differences from many peers include managing roughly $58 million across about 219 client relationships, a client load that is high relative to other independent advisers, and offering negotiable planning arrangements that can be structured on a recurring subscription basis. The brochure also discloses that fee negotiations consider factors such as cryptocurrency ETF holdings and that the firm provides institutional-style services (pension/plan consulting and qualified plan subaccount analysis) that are less common among similarly sized independent advisers.

To learn more about the advisors currently working at McBee Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.