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
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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
Aaron is an Investment Advisor Representative at MCADAM LLC, dedicating full-time hours to investment-related activities. He also engages in fixed insurance sales through MCADAM Institutional Brokerage, spending a few hours per week on this activity.