Advisor at Mead Capital Management, LLC
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Firm
Mead Capital Management, LLC
Location
Derry, NH
Credentials
Series 65
Industry experience
11 years
Adam Mead is the principal advisor at Mead Capital Management, LLC, holding a Series 65 credential with 11 years of industry experience. He has been managing his independent firm since 2014 and concurrently serves as Assistant Vice President and Commercial Loan Portfolio Manager at Pentucket Bank. Mead Capital Management provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm focuses on value-oriented, fundamental analysis with a concentrated portfolio approach and serves clients who prefer a long-term, business-owner perspective on publicly traded securities.
Based on Mead Capital Management, LLC
Flat fees for consulting or financial planning possible at sole discretion; no specific amounts stated
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001+: 0.25% annually
Hourly consulting or financial planning fees may be charged at sole discretion; specific rates not stated
Performance-based fees may be offered to Qualified Clients at firm's sole discretion; no specific rates stated
Account minimum: $250,000 Minimum fee: May include a minimum fee at sole discretion of the firm, but no specific amount stated Fee-only: Primarily fee-based on assets under management; financial planning fees generally included in AUM fees, but may also charge hourly or fixed fees at sole discretion
Derry, NH
New Hampshire
Mead Capital Management, LLC
2014 - Present (12 years)
Pentucket Bank
2012 - Present (14 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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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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