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LP
CFA · CFP
LP
CFA · CFP

Linus Park

Mcadam LLC
17 Years of Experience
Chicago, IL
Sells Insurance
View SEC Summary
View SEC Summary

Linus Park is a CFA, CFP-designated registered investment advisor at Mcadam LLC, based in Chicago, IL, with 17 years of industry experience. Linus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 5,551 clients with $2.7B in assets under management.

Mcadam LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
137 advisors
Number of Clients
5,551 clients
Average Client Portfolio
$482K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Annual fee is negotiable and varies up to 1.75% based on account size, portfolio composition, and servicing needs. Direct indexing adds an extra 0.15%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

111 W Jackson Blvd, Suite 1700, Chicago, IL, 60604

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Linus is an Investment Advisor Representative at MCADAM LLC, dedicating full-time hours to investment-related activities. He also spends a few hours per week on fixed insurance sales through MCADAM LLC and teaches a CFP class at Northwestern University.

Employment History
Current Registrations
Mcadam LLC
December 2014 - Present · 11 yrs 10 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
December 2014 - December 2017 · 3 yrs
New England Securities Corporation
January 2009 - December 2014 · 5 yrs 11 mos
New England SecuritiesBroker
December 2008 - December 2014 · 6 yrs
State Registrations1 state
IL
Advisor

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.

Exams
No exam information available for this advisor.
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