Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
McAdam charges fixed or hourly fees, or fees based on assets under management/advisement. Financial planning/consulting fees range from $500 to $25,000 or up to 1.75% of net worth/assets. Investment management fees are negotiable up to 1.75%, depending on factors like assets managed and portfolio complexity. Direct indexing incurs an additional 0.15% fee. Clients also pay third-party fees like brokerage commissions and custodial fees.
Areas of Practice
Advisor Information
Office location
101 Federal St, Suite 1900, Boston, MA, 02110
Get directionsRegulatory History
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 →Other Business ActivitiesSells Insurance
Broderick works as an investment advisor representative for McAdam LLC, a registered investment advisor, dedicating full-time hours. He also works as an agent for McAdam Institutional Brokerage, generating fixed insurance sales for a few hours per week, and prepares client taxes for The Zisko Tax Group for about 10-20% of his time.