Michael Blahusch is a CFP-designated registered investment advisor at Mcadam LLC, based in Radnor, PA, with 15 years of industry experience. Michael 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an Investment Advisor Representative at McAdam LLC dba Cornerstone Capital Planning Group, and co-owner of Cornerstone Capital Holdings LLC, focusing on financial planning and wealth management. He also holds leadership positions at MRB Capital Management, Cornerstone Capital Real Estate, McAdam LLC d/b/a RetireUS, and RetireUS Inc, and dedicates a few hours per week to fixed insurance sales at McAdam Institutional Brokerage.
Employment History
Current Registrations
Mcadam LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations1 state
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