Melanie Blakney is a registered investment advisor at Mcadam LLC, based in Riverside, CA, with 8 years of industry experience. Melanie 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
Riverside, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Melanie is an investment advisor representative and senior operations manager at MCADAM LLC since December 2024. Both roles require minimal time commitment and the senior operations manager role is not investment related.
Employment History
Current Registrations
Mcadam LLC
Previous Registrations
Pacific Wealth Management
Breckinridge Capital Advisors INC
State Registrations1 state
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