William Burrough is a registered investment advisor at Mcadam LLC, based in Philadelphia, PA, with 1 years of industry experience. William 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
2301 Cherry St, Suite C1, Philadelphia, PA, 19103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
William is an Investment Advisor Representative at McAdam LLC, dedicating full-time hours to investment-related activities. He also engages in fixed insurance sales through McAdam Institutional Brokerage, spending a few hours per week, and is the founder of Boys Pajama Drive, a charity for which he does fundraising and collecting.
Employment History
Current Registrations
Mcadam LLC
State Registrations1 state
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