McKinley Carter Wealth Services is an independent registered investment advisor founded in August 2005. The firm offers comprehensive wealth management, investment management, financial planning, and consulting services. McKinley Carter Wealth Services works with individuals, families, retirement plans, trusts, estates, and non-profit organizations. The firm's wealth management services include in-depth evaluations of investments, career situations, insurance, risk management, retirement, education, estate planning, debt management, tax needs, and cash flow. McKinley Carter Wealth Services primarily builds diversified portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, options, and independent investment managers. Clients can choose to grant the firm authority to make trades without asking first or opt for non-discretionary management. The firm also assists with employer-sponsored retirement plan rollovers and provides institutional and philanthropic services.
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.