Adam Mchenry
Adam Mchenry is a CFA-designated registered investment advisor at Raymond James (USA) LTD, based in Mississauga, On, with 9 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,864 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable with the financial advisor.
Fee Estimator
Location
507 Lakeshore Road East, Suite 206, Mississauga, On, L5G 1H9
Get directionsHistory
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
Adam is a financial advisor with Raymond James LTD since 2020, dedicating full-time hours to sales and portfolio management. He is also licensed with Raymond James Financial Planning LTD since 2020, spending about 10-20% of his time on life insurance sales and financial planning.
Employment History
Current Registrations
Raymond James (USA) LTD
Previous Registrations
BMO Nesbitt Burns Securities LTD.Broker
State Registrations1 state
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