Advisor at Mckinley Carter Wealth Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mckinley Carter Wealth Services, Inc.
Location
Wheeling, WV 26003
Credentials
Series 65
Industry experience
4 years
Fixed fees for wealth management services generally range from $1,000 to $20,000; financial planning/consulting fixed fees generally range from $350 to $10,000; philanthropic service fees vary (e.g., $10,000 for planned giving manual, $6,000 for charitable trust management)
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $25,000,000: 0.40% $25,000,001+: Negotiable
Hourly fees for financial planning and consulting services range from $50 to $500 per hour
Account minimum: $7,500 minimum annual fee for institutional investment management services (may be impractical for portfolios under $1,000,000) Minimum fee: Minimum annual fee of $3,000 for wealth management services; Minimum annual fee of $7,500 for institutional investment management services Fee-only: Financial planning and consulting fees generally range from $350 to $10,000 (fixed fee) and/or $50 to $500 per hour (hourly rate)
McKinley Carter Wealth Services
2021 - Present (5 years)
Ogden Newspapers Inc
2019 - 2021 (2 years)
Wheeling Jesuit University
2018 - 2019 (1 year)
Barnes & Noble College at West Virginia Northern Community Colle
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
St Clairsville, OH
Edward Jones
Series 66
St Clairsville, OH
Edward Jones
Series 63, Series 66
Wheeling, WV
Edward Jones
Series 63, Series 65
Wheeling, WV
Anthony Investment Management, Llc
CFP®, Series 66
Wheeling, WV
Fort Henry Capital, Llc
CFP®
St. Clairsville, OH
Appalachian Capital Management
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