Adam Mcnulty
Adam Mcnulty is a CFP-designated registered investment advisor at Liberty Wealth Management, LLC, based in Oakland, CA, with 37 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,441 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are negotiable under certain circumstances. LWM also offers a directly held mutual fund program through American Funds with fees ranging from 0.50% to 1.25%.
Fee Estimator
Location
411 30th Street, 2nd Floor, Oakland, CA, 94609
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2011Other Business ActivitiesSells Insurance
Adam is an insurance agent with Lifetime Planning Marketing, Inc., an insurance field marketing association, dedicating a few hours per week to insurance and annuities. He is also the founder and president of East Bay Flag Football, a non-profit club for kids, spending minimal time on this activity.
Employment History
Current Registrations
Liberty Wealth Management, LLC
Previous Registrations
Ae Financial Services, LLCBroker
Liberty Wealth Management, LLC
Liberty Group, LLC
Liberty Group, LLCBroker
Onevision Advisors, LLC
Sterling Financial Investment Group, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lehman Brothers INC.Broker
Lehman Brothers INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.