Clayton Lawrie is a registered investment advisor at Trac Asset Management LLC, based in Oak Brook, IL, with 18 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 99 clients with $86M 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% |
Fees are negotiable. Minimum annual fee is $1,000.
Fee Estimator
Location
2021 Midwest, 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
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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