Cody Richmond is a CFP-designated registered investment advisor at Mcadam LLC, based in Radnor, PA, with 4 years of industry experience. Cody 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
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
Cody is an investment advisor representative with MCADAM LLC, spending nearly full-time on investment-related activities. He also engages in fixed insurance sales with MCADAM Institutional Brokerage, works as an assistant wrestling coach, and is a security agent, dedicating a few hours per week to each of these roles.
Employment History
Current Registrations
Mcadam LLC
State Registrations2 states
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