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Matthew P. McKee

Target Rock Wealth Management LLC

445 Park Avenue
Floor 9

New York, NY 10022

914-580-4530

About Target Rock Wealth Management LLC

Target Rock Wealth Management LLC is a Registered Investment Advisor specializing in helping clients manage their wealth. We are an independent, fee-only firm so our advice is always objective and always in your best interest. Whether you are accumulating, preserving, or distributing your wealth, we can help you reach your goals through comprehensive financial planning that is seamlessly integrated with personalized portfolio management.

General Information

Firm Start Year

2020

No.of Employees

1

CRD#

4663295

Firm CRD#

312279

Name of Custodial Firm

Schwab

Years of Experience in Financial Services

16

Number of Years with Current Firm

1

I work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Investment Advice & Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting, Financial Planning, Estate Planning & Trusts, Risk Management

Services

Investment Types

Exchange Traded Funds (ETFs), Alternative Investments, Annuities, Stocks, Bonds, Options & Futures, Commodities, Mutual Funds, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via Phone, At my office, At your home, Video Conference, Via Email

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFA®, MBA

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Based on Assets

Fee % Based on Assets

0.5%-1.45%

Hourly Rate

$250

Minimum Fee Charged for Managed Accounts

Variable

Minimum Fee Charged for Hourly Planning Accounts

$500

Education

BA - Economics

Hamilton College
08/01/1997 - 05/01/2001

MBA - Finance

Vanderbilt University
08/01/2008 - 05/01/2010