McGee Capital Management
McGee Capital Management

Wealth management built for you, not a quota.

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What's Included

One relationship that covers the whole picture.

Fee-only financial planning and investment management for families at every stage, from first paycheck to retirement income. Hover any feature to open a detailed brief — by default, every part of the relationship stays fully visible.

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Investment Approach

Rules-based portfolios you can actually see inside.

Every portfolio is assembled from building blocks we call sleeves. Each sleeve has a written purpose and a defined set of holdings, so you always know what you own and why. The sleeves combine into six model families, each with a different objective and style of management.

Model family & objective
How it works
Management
Asset classes
Building blocks

Strategic

Long-term growth with a steady, hands-off discipline.

Broad, low-cost exposure to stocks, bonds and real assets. Target weights follow your risk level, and the portfolio is rebalanced on a schedule rather than in reaction to headlines.

Management
PassiveActive
Asset classes
TraditionalEmerging
Building blocks
EquityFixed IncomeHard Assets

Strategic + Digital

The Strategic core, plus a measured position in digital assets.

Some exposure to bitcoin and other digital assets inside the same disciplined, rebalanced framework. The digital sleeve is sized to your risk level.

Management
PassiveActive
Asset classes
TraditionalEmerging
Building blocks
EquityFixed IncomeHard AssetsDigital Assets

Tactical

Adapt to changing markets while keeping long-term targets.

Starts from the same long-term weights as Strategic, then tilts within each sleeve as conditions change: which sectors to favor, how much rate and credit risk to take in bonds, and the mix of real assets.

Management
PassiveActive
Asset classes
TraditionalEmerging
Building blocks
EquityFixed IncomeHard Assets

Tactical + Digital

Active management across every sleeve, digital assets included.

The Tactical approach with a digital asset sleeve that is also managed actively, so exposure can widen or narrow as that market develops.

Management
PassiveActive
Asset classes
TraditionalEmerging
Building blocks
EquityFixed IncomeHard AssetsDigital Assets

Next-Gen Income

High current income, matched to when you need the money.

Pairs perpetual preferred equities with a ladder of U.S. Treasury funds. Offered in five durations, Ultra Short to Ultra Long, to fit your time horizon. Aims for more income than traditional bonds, with more price movement.

Management
PassiveActive
Asset classes
TraditionalEmerging
Building blocks
Preferred EquityFixed Income

New Frontiers

Exposure to asset classes that may matter more in the future.

Emerging, non-traditional asset classes and alternatives that may play a larger role in portfolios over time: next-generation income strategies, digital assets, and the companies building around them. Expect more volatility than traditional models.

Management
PassiveActive
Asset classes
TraditionalEmerging
Building blocks
Next-Gen IncomeDigital AssetsDigital Asset Equities

Each family is offered across a range of risk levels, from conservative to aggressive, except Next-Gen Income, which is offered by duration. Digital asset exposure is included only when it fits your goals and risk tolerance.

Fiduciary, always

Required to act in your best interest, not a firm's or a fund company's.

Fee-only pay

No commissions, no 12b-1 fees, no referral payments.

Documented models

Written rules that stay consistent across market cycles.

Independent custody

Held at Altruist in your name, never by us.

Fit to you

Risk level chosen from your goals and comfort, not age alone.

Explore the Models

Find a model family worth learning more about.

Set the four dials to what feels closest to your preferences. We’ll surface a model family worth learning more about with Tucker. This is an educational guide, not advice or a recommendation.

Management style Balanced
PassiveActive
Portfolio objective Balanced
IncomeGrowth
Risk tolerance Moderate
ConservativeAggressive
Asset classes Balanced
TraditionalEmerging
Worth learning more about

Strategic · Moderate

Model familyStrategic ObjectiveBalanced Risk postureModerate

Learn more about this model Opens the contact form so you can ask Tucker.
Latest Report
Market Perspective October 14, 2026 Clients Only

Midterms, Inflation & the Fed

What history says about midterm election years, and what this fall's economic data means for markets. Thirteen pages, written for clients ahead of the November 3 elections.

Part OneMidterm elections and the market: 75 years of the four-year cycle
Part TwoInflation and the latest CPI report
Part ThreeThe Fed's September decision and the October meeting
Part FourWhat we're watching through year-end
Part FiveOur approach, and when to call us
We'll reply within one business day.
About
Tucker McGee
Tucker McGee, APMA®Founder · Wealth Advisor

After seven years advising clients at Edward Jones, Fidelity, and Ameriprise, I saw the same pattern repeat: good advice bent around product quotas and firm mandates.

I started McGee Capital Management to work the other way around. There is nothing to sell you. Your plan and your portfolio are built from your goals, your taxes, and your timeline, and I'm paid only by the fee you see.

I work with clients at every stage: early wealth builders, families in their peak earning years, pre-retirees, and those already living on their savings. Your assets stay in your name at Altruist, an independent custodian, with direct online access and clear reporting.

I also write research for clients when markets give them something to think about, so you hear from me before you have to ask.

Standard of Care
Fiduciary · Your interests first, every time
How We’re Paid
Fee-only · No commissions or product sales
Assets Held At
Altruist · Independent third-party custodian
Advising Clients
7+ years · Edward Jones · Fidelity · Ameriprise
Contact

Start a conversation.

Tell us a little about where you are and what you're working toward. The first conversation is free and carries no obligation.

Based InSouth Carolina
Reply TimeWithin one business day
MeetingsVideo or phone

Please don't include account numbers or Social Security numbers.