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Anthony Rush

7 Years of Experience
Sells Insurance

Anthony Rush is a registered investment advisor at Mcadam LLC, based in Vienna, VA, with 7 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 5,608 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
137 advisors
Number of Clients
5,608 clients
Average Client Portfolio
$409K average
Assets Under Management
$2.3B

Fee Structure

McAdam offers investment management services for an annual fee based on the amount of assets managed. The fee is negotiable and can range up to 1.75%, depending on factors like the size of your portfolio, its composition, the complexity of the engagement, and the representative providing services. Clients may also pay an additional 0.15% fee for assets allocated to a direct indexing portfolio. McAdam may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments.

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Location

8000 Towers Crescent Dr, 13th Floor, Vienna, VA, 22182

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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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.

Employment History
Current Registrations
Mcadam LLC
January 2019 - Present · 7 yrs 3 mos
State Registrations1 state
VA
Advisor

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.

Exams
No exam information available for this advisor.