Mead Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mead Capital Management provides discretionary portfolio management, financial planning, and limited consulting services to individuals as well as trusts, charitable organizations, pensions, and other business entities. Like many independent advisers, it typically charges fees based on assets under management and structures client accounts as separately managed accounts.
The firm follows a value-oriented, business-ownership approach to security selection, favoring concentrated portfolios of publicly traded companies when managing proprietary accounts and using strategic asset allocation with low-cost ETFs for financial planning clients. Accounts are managed on a discretionary basis and the firm emphasizes long-term holding periods and fundamental analysis rather than frequent trading.
Noteworthy for a solo independent adviser, the firm offers performance-based fee arrangements to qualified clients and includes performance results in its marketing materials and client success stories. The principal also produces a subscription investment newsletter and is forming a holding company to acquire private business interests, activities the brochure discloses may demand a material portion of the principal’s time.
Client services
Expertise
Occupation focus
Fee options
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
Main office
Derry NH
Advisors at this office
1
Most active in
New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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