Trac Asset Management LLC
Assets Under Management
$57.5M
Number of Clients
82
Number of Advisors
1
Average Client AUM
$701K
AUM per Advisor
$57.5M
Compensation
Fee-Only (AUM)
About This Firm
Clayton Lawrie is an Investment Advisor at TRAC Asset Management, providing investment advisory services. He also offers insurance services and Social Security analysis for separate compensation. He is the sole Designated Officer of TRAC Asset Management and supervises all firm activities.
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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Location
2021 Midwest Road, Suite 200, Oak Brook, IL, 60523