Tracy Mccary
Tracy Mccary is a registered investment advisor at Trac Wealth Management, INC, based in Norman, OK, with 28 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 162 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.25% to 1.00% annually and are negotiable depending on client circumstances.
Fee Estimator
Location
3750 W Main Street, Suite 142, Norman, OK, 73072
Get directionsHistory
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 ActivitiesSells Insurance
Tracy sells health insurance for Aetna Medicare Advantage, BCBS, Humana, and United Healthcare, dedicating about 10-20% of their time. Tracy also sells fixed life insurance for Banner, American General, Integrity Life Insurance Company, and Prudential, dedicating minimal time.
Employment History
Current Registrations
Trac Wealth Management, INC
Previous Registrations
Access Financial Group, INC.
Ing Financial Partners, INC
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.
Exams
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