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Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
82 clients
Average Client Portfolio
$701K average
Assets Under Management
$57.5M
Fee Structure
Clayton Lawrie receives commissions from insurance companies when clients purchase insurance plans through him. He may also receive a flat fee for Social Security analysis services through TRAC Financial Services, LLC.
Areas of Practice
Insurance PlanningRetirement Planning
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Advisor Information
Office location
2021 Midwest Road, Suite 200, Oak Brook, IL, 60523
Get directionsRegulatory History
Clean regulatory record
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
January 2015 - Present · 11 yrs
Previous Registrations
Kenilworth Asset Management, LLC
December 2008 - December 2015 · 7 yrs
Kenilworth Asset Management, LLC
December 2008 - December 2014 · 6 yrs
CFA Investments
July 2007 - April 2008 · 9 mos
State Registrations6 states
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Advisor
Exams
No exam information available for this advisor.