Mcadam LLC
Assets Under Management
$2.3B
Number of Clients
5,608
Number of Advisors
139
Average Client AUM
$409K
AUM per Advisor
$16.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
McAdam LLC provides financial planning, consulting, and investment management services, managing client investment portfolios on a discretionary basis. They allocate assets among mutual funds, ETFs, individual securities, and independent investment managers. McAdam also offers tiered financial planning services for a weekly subscription fee.
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
Location
150 N. Radnor Chester Road, Suite F-200, Radnor, PA, 19087