Advisor at Portside Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Portside Wealth Group, LLC
Location
Riverside, CA 92506
Credentials
Series 65
Industry experience
10 years
Adam Mc Kell is a financial advisor at Portside Wealth Group, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Townsquare Capital, LLC and OneAmerica Securities. In addition to his advisory role, he operates McKell Partners, focusing on non-variable insurance sales. Portside Wealth Group serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management and financial planning. The firm employs tailored management strategies using model portfolios and third-party managers while providing separate accounting and legal services through associated professionals.
Based on Portside Wealth Group, LLC
Based on Portside Wealth Group, LLC
Project fees for financial planning range from $100 to $10,000 depending on complexity; general consulting available at an annual flat rate, negotiable.
0% to 2% annually (negotiable, varies by account size, services, and complexity)
Certain advisory persons are registered representatives and insurance agents and receive commissions separately from advisory fees.
$150 to $350 per hour for financial planning services, negotiable.
Fee-only: Portfolio management fees are fee-only (no commissions) but some associated persons receive commissions separately for insurance and securities sales.
3714 Tibbetts St Suite 100
Riverside, CA 92506
California · Texas
Portside Wealth Group
2023 - Present (3 years)
TownSquare Capital, LLC
2018 - 2023 (5 years)
OneAmerica Securities
2015 - 2018 (3 years)
American United Life
2015 - 2018 (3 years)
McKell Partners
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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