Clayton Wilkin is a CFA-designated registered investment advisor at Cs Mckee, based in Warrendale, PA, with 10 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 554 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CS McKee's fees are based on a percentage of the assets they manage. The specific percentage varies depending on the investment strategy used. Fees are negotiable and can be billed in advance or arrears. New and terminating clients will have their fees adjusted accordingly.
Location
2000 Ericsson Drive, Suite 100, Warrendale, PA, 15086
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cs Mckee
Previous Registrations
Stadion Money Management, LLC
State Registrations2 states
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