Mead Capital Management (MCM) provides investment management and financial planning services. MCM's investment approach focuses on value investing and fundamental analysis, seeking business-minded clients who believe in long-term business ownership. MCM also offers financial planning services tailored to individual needs, considering factors like age, income, and risk tolerance. Consulting services are available to individuals, corporations, and registered investment advisors.
Assets Under Management$6.6M
Clients23
Advisors1
Avg. per Client$290K
Avg. per Advisor$6.6M
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Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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