Frank Neiderhiser is a CFP-designated registered investment advisor at Mckinley Carter Wealth Services, INC., based in Wexford, PA, with 24 years of industry experience. Frank 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
100 Bradford Road, Suite 400, Wexford, PA, 15090
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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
Frank is the president of AK Football Official Chapter, running meetings for the group since 2016, dedicating minimal time. He also works as a sports official for PIAA, officiating high school football and basketball, spending about 10-20% of his time.
Employment History
Current Registrations
Mckinley Carter Wealth Services, INC.
Previous Registrations
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Scottrade Investment Management
Scottrade, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.