Tanner Bivens is a registered investment advisor at Mcadam LLC, based in Radnor, PA, with 6 years of industry experience. Tanner 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 (1)
Criminal
December 2019Other Business ActivitiesSells Insurance
Tanner is an Investment Advisor Representative at MCADAM LLC, dedicating full-time hours to investment-related activities. Tanner also engages in fixed insurance sales through MCADAM Institutional Brokerage, spending a few hours per week on this activity.
Employment History
Current Registrations
Mcadam LLC
Previous Registrations
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
State Registrations2 states
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.