Adam Mead is a registered investment advisor at Mead Capital Management, LLC, based in Derry, NH, with 11 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 23 clients with $6.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
Derry, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam is an Assistant Vice President and Commercial Loan Portfolio Manager at Pentucket Bank, a community bank. This full-time position started in 2012 and is investment-related due to the nature of the bank, though his duties don't involve investment activities.
Employment History
Current Registrations
Mead Capital Management, LLC
State Registrations1 state
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.