Adam Douglas Macdonald

RBC Capital Markets, LLC

18 Years of Experience

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Firm Information

RBC Capital Markets, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

3632 advisors

Number of Clients

293,703 clients

Average Client Portfolio

$885K average

Assets Under Management

$260.0B

Fee Structure

Financial Plan Fee:$1,000 - $20,000

Fees for RBC Financial Planning Services are negotiated and range from $1,000 to $20,000, but may exceed $20,000 in certain cases. The fees cover advice, development, and delivery of a financial plan. Fees are negotiable and may differ from client to client based on factors such as the service selected, scope of engagement, complexity, assets involved, and the extent that other RBC Specialists are engaged. Your Financial Advisor receives a percentage of the financial planning fees you pay.

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Areas of Practice

Retirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & Coaching

Advisor Information

Office location

400 Spectrum Center Drive, Suite 200, Irvine, CA, 92618

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2019

Denied

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Other Business Activities

Adam owns multiple rental properties, dedicating minimal time to maintenance and management. He also volunteers with a financial literacy program for teens and attends board meetings for a theological institute.