Lindsey Tummond is a registered investment advisor at Mcadam LLC, based in Scottsdale, AZ, with 15 years of industry experience. Lindsey 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
Scottsdale, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lindsey works as an Investment Advisor Representative and financial advisor for McAdam, LLC, dedicating full-time hours to these roles. Lindsey also holds an insurance license in Arizona, selling life, accident, health, sickness, variable life, and variable annuity products.
Employment History
Current Registrations
Mcadam LLC
Previous Registrations
Madison Avenue Securities, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
Northern Trust Securities, INC.Broker
Cole Capital CorporationBroker
Capital Brokerage CorporationBroker
MML Investors Services, LLCBroker
Vanguard Marketing CorporationBroker
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.