Adam Mackall is a registered investment advisor at Barnes Wealth Management Group, based in Bakersfield, CA, with 7 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 833 clients with $410M 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 $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Advisory fee is negotiable depending on individual client circumstances. At BWMG's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
5060 California Ave., Suite 600, Bakersfield, CA, 93309
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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 Activities
Adam is a Unit Chief for the Arvin Edison Water Storage District, managing water and equipment maintenance since 2007. This role with the agricultural water district takes nearly full-time hours.
Employment History
Current Registrations
Barnes Wealth Management Group
State Registrations1 state
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