Stephen Mcdade is a CFP-designated registered investment advisor at Foundation Wealth Management, LLC, based in Media, PA, with 14 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 167 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Foundation Wealth Management primarily charges a flat annual fee of $12,000 for wealth management services, which includes both investment management and financial planning. This fee is billed quarterly in advance. In limited circumstances, the firm may charge a percentage of your portfolio, and some existing legacy clients remain on lower fixed fees or older asset-based schedules capped at $12,000 per year.
Contact
Stephen Mcdade
Location
9 West Third Street, Media, PA, 19063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is a managing member of 11 West Third, LLC and 9 West Third, LLC, both real estate rental property management companies. He also works as an adjunct professor at Temple University, teaching a personal finance class, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Foundation Wealth Management, LLC
Previous Registrations
Rtd Financial Advisors INC
State Registrations2 states
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
Additional Information
Our clients can expect order and organization of their finances, to be kept accountable by following through on action items, a solid education on financial topics, and the peace of mind that comes from having me as trusted, fiduciary advisor.
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