McKinley Carter Wealth Services (MCWS) offers financial planning, consulting, investment management, and wealth management services. MCWS works with clients to evaluate their investments, business/career situations, insurance, risk management, retirement, education, estate planning, debt management, tax, and cash flow needs. MCWS primarily allocates client assets among mutual funds, exchange-traded funds, individual debt and equity securities, and/or options, as well as independent investment managers.
Assets Under Management$2.5B
Clients1,861
Advisors25
Avg. per Client$1.4M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$3,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
25 Advisors at this firm
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