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
8000 Towers Crescent Dr, 13th Floor, Vienna, VA, 22182
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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
Anthony 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 for a few hours per week and serves as a senior advisor for Muscogee Staffing Solutions, LLC, spending nearly full-time hours advising on national security matters.