David Mckinley is a CFP-designated registered investment advisor at Mckinley Carter Wealth Services, INC., based in Wheeling, WV, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 1,861 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees negotiable above $25,000,000. Minimum annual fee of $3,000.
Fee Estimator
Location
2100 Market Street, Wheeling, WV, 26003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is the sole member of McKinley Properties, LLC, a real estate development and management company, and spends minimal time on it. He also owns Willow Glen Capital, LLC, investing his own capital in privately held businesses for a few hours per week, and is a managing member of Mountaineer Freedom Alliance, dedicating minimal time to public education and advocacy.
Employment History
Current Registrations
Mckinley Carter Wealth Services, INC.
Previous Registrations
Wachovia Securities Financial Network, LLC
Wachovia Securities, LLC
Prudential Securities Incorporated
State Registrations3 states
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