Target Rock Wealth Management LLC

Matthew McKee, CFA, CFP®, is a financial advisor with experience in physician practice valuation, healthcare finance, investment management, and financial planning.  His mission is to help you reach your short- and long-term goals and relieve your financial stress through low-cost, tax-efficient strategies. You spend your days helping others and you deserve a trusted advisor that is constantly looking out for your best interests so that you can spend your time out of the office focusing on what matters most to you.  Matthew holds the Chartered Financial Analyst designation, a BA from Hamilton College, and an MBA from Vanderbilt University. Offices in Westchester, Manhattan, and Long Island, NY and available to meet all Greater NYC area clients in person. I work with clients virtually throughout the United States with complete virtual capabilities and make the determination of traveling to clients outside the Greater NYC area on a case-by-case basis.

Schedule Appointment Here: https://go.oncehub.com/matthewmckeecfa

 

Fee Structure:

Flat Retainer Based Fees: (default option and includes comprehensive planning)

Students, Residents, and New Doctors: $3,500 per year (for up to 3 years)

$5,000 per year for net worth of up to $500,000

$10,000 per year for net worth of $500,001 – $1,000,000

$15,000 per year for net worth of $1,000,001 – $5,000,000

$20,000 per year for net worth of $5,000,001 +

AUM Based Investment Management Fees: Option available to clients and rate is negotiable