McAdam offers a broad range of advisory services, including investment management, financial planning, and specialized consulting. Founded in 2014, the firm manages billions of dollars in client assets, primarily utilizing discretionary management across mutual funds, exchange-traded funds, individual securities, and independent managers. McAdam tailors its services to individual client needs through ongoing consultations, risk assessments, and customized portfolio allocations. In addition to traditional investment strategies, the firm offers specialized options such as direct indexing, structured notes, interval funds, and socially responsible investing. McAdam also provides tiered financial planning through its RetireUS subscription service and basic estate planning tools through software integrations. While the firm primarily focuses on discretionary portfolio management, certain representatives may offer separate securities brokerage or insurance services through affiliated entities.
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%.