Patrick Mead
Patrick Mead is a CFP-designated registered investment advisor at Equitable Advisors, LLC, based in San Diego, CA, with 35 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
12625 High Bluff Drive, Suite 212, San Diego, CA, 92130
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2021Customer Dispute
February 1995Other Business Activities
Patrick operates High Bluff Capital Management as a DBA for his LPL business, dedicating nearly full-time hours to it. He also has a business entity for tax/investment purposes only (High Net Specialist, Inc) and works as an educator teaching LPL and FINRA approved classes, spending about 10-20% of his time on this.
Employment History
Current Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.