How does MCADAM LLC help clients – Key Takeaways:
MCADAM LLC is a top financial advisory firm that provides expert guidance to help clients achieve their financial goals. They offer a wide range of financial services and cater to various types of clients. Here are some key takeaways on how MCADAM LLC helps its clients:
- Empowers clients to make informed financial decisions
- Creates personalized financial plans based on clients’ unique goals and needs
- Offers a diverse portfolio of investment options
- Regularly reviews and adjusts plans to ensure they align with clients’ objectives
- Provides ongoing support and education to help clients stay on track towards their goals
Facts and Insights
MCADAM LLC has been in business for over 20 years and currently has a team of 120 professional advisors. They have $8 billion in assets under management, making them one of the largest independent advisory firms in the nation. The table below provides a breakdown of their assets under management, number of advisors, and the duration of their business:
| Assets Under Management: | Number of Advisors: | Duration of Business: |
|---|---|---|
| $8 billion | 120 | 20+ years |
Financial Services Offered
MCADAM LLC offers a comprehensive range of financial services to meet their clients’ diverse needs. These services include:
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
- Education planning
Client Types
MCADAM LLC caters to a wide range of clients, including:
- Individuals
- High-net-worth individuals
- Families
- Businesses
- Institutions
Fees & Compensation
MCADAM LLC operates on a fee-only structure, meaning they do not earn any commissions on the products they recommend. This ensures that their clients’ best interests are always prioritized. Their fees are based on a percentage of the assets under management and are calculated on a quarterly basis. The exact percentage may vary depending on the client’s specific needs and the complexity of their financial situation.
Background
MCADAM LLC was founded in 2000 by its current CEO, Max McAdam. The firm is headquartered in Philadelphia, Pennsylvania, and has offices in several major cities across the United States. They have a team of highly experienced and qualified advisors who are committed to helping their clients achieve financial success.
Financial Advisor Disclosures to Know
As a financial expert, MCADAM LLC is dedicated to transparency and ensuring that their clients are fully informed. Here are some important disclosures to know:
- MCADAM LLC is a registered investment advisor with the Securities and Exchange Commission (SEC)
- They have a fiduciary duty to act in their clients’ best interests at all times
- Some of their advisors may also be registered representatives of a broker-dealer and as such, may earn commissions on certain products
- They have no disclosures or legal actions against them in the past 10 years