Jane Macadams is a registered investment advisor at Mac Adams Wealth Advisors, LLC, based in Dallas, TX, with 17 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 68 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
MWA offers investment management services through its Asset Management Program (AMP I & II). Fees range from 0% to 2.00% of the value of your portfolio annually. The specific fee depends on the program you choose. AMP II is a wrap fee program, which means the fee includes transaction costs. AMP I does not include transaction costs.
Location
12770 Coit Road, Suite 1226, Dallas, TX, 75251
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mac Adams Wealth Advisors, LLC
State Registrations1 state
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