Illya Bermant is a registered investment advisor at Mcadam LLC, based in Tampa, FL, with 24 years of industry experience. Illya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 5,608 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
McAdam offers investment management services for an annual fee based on the amount of assets managed. The fee is negotiable and can range up to 1.75%, depending on factors like the size of your portfolio, its composition, the complexity of the engagement, and the representative providing services. Clients may also pay an additional 0.15% fee for assets allocated to a direct indexing portfolio. McAdam may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments.
Location
Tampa, FL
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Regulatory History (4)
Employment Separation After Allegations
October 2020Customer Dispute
January 2016Customer Dispute
September 2008Customer Dispute
April 2005Other Business ActivitiesSells Insurance
Illya is a licensed insurance producer and sells insurance through Walser Wealth in Tampa, FL. This takes Illya a full-time commitment.
Employment History
Current Registrations
Mcadam LLC
Previous Registrations
Walser Wealth Management Company, a Limited Liability Company
Fisher Investments
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.