Stephen Mcdade is a CFP-designated registered investment advisor at Foundation Wealth Management, LLC, based in Media, PA, with 13 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, Estate Planning, and 6 more. Their firm serves 154 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Foundation Wealth Management typically charges a flat fee for wealth management services, ranging from $12,000 to $25,000 per year, billed quarterly in advance. However, accounts opened before January 1, 2015, or transferred from Integrated Wealth Advisors before July 1, 2024, may be subject to an asset-based fee schedule that was in place when the accounts were opened. There is typically a $12,000 minimum annual fee.
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 Registrations1 state
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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.