McAdam provides financial planning, consulting, and investment management services to individuals, trusts, estates, and businesses. McAdam manages investments primarily through mutual funds, exchange-traded funds, individual securities, and independent investment managers. McAdam also offers tiered financial planning services for a weekly subscription fee.
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.