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. They manage client portfolios using mutual funds, ETFs, individual securities, and independent managers. They also offer tiered financial planning services for a weekly subscription fee. McAdam tailors its services to meet individual client needs and objectives.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningFinancial Planning & CoachingBusiness Owners
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Location

150 N. Radnor Chester Road, Suite F-200, Radnor, PA, 19087

139 Advisors at this firm

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