Douglas Smith
Douglas Smith is a registered investment advisor at Mcadam LLC, based in Radnor, PA, with 10 years of industry experience. Douglas 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
150 N. Radnor Chester Road, Suite F-200, Radnor, PA, 19087
Get directionsHistory
Regulatory History (2)
Criminal
March 2004Criminal
December 1998Other Business ActivitiesSells Insurance
Douglas is involved with McAdam LLC as a Registered Investment Advisor and Investment Advisor Representative since 2021, dedicating full-time hours. He also works as an insurance agent selling fixed insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Mcadam LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Mcadam LLC
Purshe Kaplan Sterling InvestmentsBroker
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.