Clayton Lawrie is a registered investment advisor at Trac Asset Management LLC, based in Oak Brook, IL, with 17 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 82 clients with $57M 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 $1.0M | 2.05% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $4.0M | 1.55% |
| $4.0M - $5.0M | 1.30% |
| $5M+ | 1.05% |
All fees are negotiable between the Advisor and each client.
Fee Estimator
Location
2021 Midwest Road, Suite 200, Oak Brook, IL, 60523
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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 →Employment History
Current Registrations
Trac Asset Management LLC
Previous Registrations
Kenilworth Asset Management, LLC
Kenilworth Asset Management, LLC
CFA Investments
State Registrations6 states
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