Elias Park is a CFP-designated registered investment advisor at Mcadam LLC, based in Westminster, CO, with 8 years of industry experience. Elias operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 5,551 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual fee is negotiable and varies up to 1.75% based on account size, portfolio composition, and servicing needs. Direct indexing adds an extra 0.15%.
Fee Estimator
Location
Westminster, CO
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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 ActivitiesSells Insurance
Elias is an investment advisor representative (IAR) and financial advisor at McAdam LLC since 2017, dedicating about 40 hours per week. He also engages in insurance sales, including fixed annuities, through McAdam Institutional Brokerage and serves as Director of Financial Planning for RETIREUS, a marketing company, spending a few hours per week.
Employment History
Current Registrations
Mcadam LLC
Previous Registrations
Madison Avenue Securities, LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
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.
Exams
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