How does the advisor help clients – Key Takeaways:
MCKINLEY CARTER WEALTH SERVICES, INC. provides comprehensive financial planning and investment management services to individuals, families, and businesses. They focus on creating customized solutions that align with each client’s unique goals and needs. Their team of experienced advisors offers expert financial guidance and support to help clients achieve their financial objectives.
Facts and Insights
As of June 2020, MCKINLEY CARTER WEALTH SERVICES, INC. has $1.8 billion in assets under management, and a team of 23 advisors. The firm has been in business for over 35 years, and during this time, they have refined their approach to wealth management and honed their expertise in financial planning and investment management strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1.8 billion | 23 | Over 35 years |
Financial Services Offered
MCKINLEY CARTER WEALTH SERVICES, INC. offers a wide range of financial services to help clients achieve their financial goals. These include:
- Comprehensive financial planning
- Investment management
- Tax and estate planning
- Retirement planning
- Educational funding planning
- Insurance analysis
- Business succession planning
Client Types
MCKINLEY CARTER WEALTH SERVICES, INC. serves a diverse range of clients, including:
- Individuals and families
- Business owners and entrepreneurs
- Retirees
- Non-profit organizations
- Corporate clients
Fees & Compensation
MCKINLEY CARTER WEALTH SERVICES, INC. operates on a fee-only basis, meaning they do not receive any commissions or third-party payments for recommending specific products or services. This approach ensures that their advisors act in the client’s best interest and eliminates any potential conflict of interest. Their fees are based on a percentage of the client’s assets under management, and they also offer hourly and project-based financial planning services.
Background
MCKINLEY CARTER WEALTH SERVICES, INC. was founded in 1984 by William E. Carter and is headquartered in Wheeling, West Virginia. The firm is registered with the Securities and Exchange Commission (SEC) as an investment advisor and has a fiduciary duty to act in the best interest of their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, MCKINLEY CARTER WEALTH SERVICES, INC. is required to disclose any potential conflicts of interest or disciplinary actions taken against the firm or its advisors. As of June 2020, there have been no disclosures reported for the firm.