William Carter
William Carter is a registered investment advisor at Mckinley Carter Wealth Services, INC., based in Charleston, WV, with 22 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,282 clients with $2.3B 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 are negotiable. Minimum annual fee of $9,750 applies.
Fee Estimator
Location
129 Summer Street, Suite 200, Charleston, WV, 25301
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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
William is involved in several real estate ventures, including Kanawha Roxalana R/E Co, Imperial Coal R/E Co, and PRC Holdings LLC, dedicating minimal time to each. He also works as an attorney, provides digital communication consulting, manages family trusts, and serves on the board of the Greater Kanawha Valley Foundation.
Employment History
Current Registrations
Mckinley Carter Wealth Services, INC.
Previous Registrations
Kanawha Asset Management
State Registrations3 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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