Adam Mcafee
Adam Mcafee is a registered investment advisor at The Tilted Funds Group, LLC, based in Cupertino, CA, with 18 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $680K 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.25% |
| $5M+ | 0.25% |
Fee Estimator
Location
20400 Stevens Creek Blvd Ste 700, Cupertino, CA, 95014-2296
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2019Civil
August 2019Other Business Activities
Adam is the Vice President of Finance, Fund Raising and Compliance at Aemetis, Inc. and CEO of Nevo Energy, Inc. He is also a managing member of Orchard Yield Funds LLC, Park Capital Management, LLC, Raw Farm LLC, and McAfee Farms, LLC, dedicating varying amounts of time to each role.
Employment History
Current Registrations
The Tilted Funds Group, LLC
State Registrations1 state
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