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
150 N. Radnor Chester Road, Suite F-200, Radnor, PA, 19087
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
Arianna is an investment advisor representative at McAdam LLC, dedicating full-time hours to investment-related activities. She also engages in fixed insurance sales through McAdam Institutional Brokerage and Travelport, spending a few hours per week and minimal time, respectively.