Brittany Oliveira is a registered investment advisor at Mcadam LLC, based in Boston, MA, with 5 years of industry experience. Brittany 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
101 Federal St, Suite 1900, Boston, MA, 02110
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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
Brittany is an investment advisor representative at MCADAM LLC since 2021, dedicating full-time hours to investment-related activities. She also engages in fixed insurance sales through MCADAM Institutional Brokerage for a few hours per week and works at Frontera Grill for about a third of her time.
Employment History
Current Registrations
Mcadam LLC
State Registrations1 state
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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