An independent, fee-only RIA dedicated to personalized financial planning and investment management — without conflicts of interest.
After seven years at Edward Jones, Fidelity, and Ameriprise, Tucker McGee founded MCM to deliver fiduciary advice without the institutional constraints that compromise it.
After seven years advising clients at Edward Jones, Fidelity, and Ameriprise, Tucker McGee saw the same pattern repeat: talented advisors constrained by institutional mandates, product quotas, and conflicts of interest that didn't put clients first.
McGee Capital Management was founded to be something different — an independent, fee-only RIA where every recommendation is made by asking one question: Is this truly in the client's best interest?
Based in South Carolina, MCM serves clients at all life stages — from early wealth builders to pre-retirees and those well into retirement — with customized financial plans and transparent, model-based investment portfolios built to last.
Assets are held at Altruist, a modern technology-first custodian, never in MCM's possession. Clients receive direct access to their accounts with transparent pricing and institutional-quality reporting.
Comprehensive financial planning and investment management services, built around your goals — not a product menu.
Comprehensive, goal-based financial plans covering cash flow, insurance, tax strategy, estate planning, and more — built around your life, reviewed annually, and updated as your circumstances change.
Transparent, model-based portfolios across six risk-calibrated families — from fully passive to tactical and next-generation income strategies. Assets held independently at Altruist with institutional-quality reporting.
Multi-scenario projections, Social Security optimization, required minimum distribution planning, and income gap analysis — so you retire with confidence and a clear understanding of your numbers.
For early-career clients and those in peak earning years — systematic savings strategies, tax-advantaged account optimization, and growth-oriented portfolios designed to compound over time.
Every client portfolio is built from a documented sleeve architecture — transparent, repeatable, and calibrated to match their specific risk profile and time horizon.
At McGee Capital Management, we believe the best investment decisions are rules-based — not gut-based. Every portfolio is built from the same institutional-quality sleeve architecture: transparent, consistent, and calibrated to each client's specific risk profile and time horizon.
We custody assets at Altruist, a modern technology-first custodian with transparent pricing and direct indexing capabilities — keeping costs low and records clean.
Our model framework spans six families — from purely passive to tactical and next-generation income — so every client receives a portfolio that's genuinely appropriate for where they are in life, not just what's easiest to recommend.
Whether you're just getting started or looking to simplify a complex financial picture, we'd love to learn about your situation — no obligation, no pressure.
Reach out using the form or the contact details below. We work with clients at all life stages and are happy to have an initial conversation about whether MCM is the right fit for your situation.