MEAD CAPITAL MANAGEMENT, LLC
Mead Capital Management, LLC is a leading financial firm that provides comprehensive financial planning and investment management services to individuals and businesses. With a team of experienced advisors, Mead Capital Management, LLC serves as a reliable and trusted financial expert for its clients. Their focus on personalized and strategic financial planning has helped their clients achieve their financial goals and grow their wealth.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial planning and investment management services
- Focused on personalized and strategic financial planning
- Experienced and knowledgeable team of advisors
- Helps clients achieve their financial goals and grow their wealth
Facts and Insights
Mead Capital Management, LLC has been in business for over 10 years, and during that time they have managed a significant amount of assets for their clients. Their team of advisors has a combined experience of over 50 years in the financial industry, giving them a deep understanding and knowledge of market trends and investment strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Years in Business | 10+ |
Financial Services Offered
As a leading financial firm, Mead Capital Management, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Mead Capital Management, LLC works with a variety of clients including individuals, families, high-net-worth individuals, and businesses. Their personalized approach allows them to tailor their services to meet the specific needs and goals of each client, regardless of their financial situation.
Fees & Compensation
At Mead Capital Management, LLC, transparency and honesty are key values. As such, they are upfront about their fees and compensation structure. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’. They also do not charge any commissions, avoiding any potential conflicts of interest.
Background
Mead Capital Management, LLC was founded by John Mead, a financial expert with over 25 years of experience in the industry. He is a certified financial planner (CFP®) and holds various other certifications, including Certified Investment Management Analyst (CIMA®) and Chartered Financial Consultant (ChFC®). With his extensive knowledge and experience, John Mead leads the team at Mead Capital Management, LLC to provide top-notch financial services to their clients.
Financial Advisor Disclosures to Know
As a reputable financial firm, Mead Capital Management, LLC is committed to transparency and following industry regulations. Some important disclosures to know about the firm include:
- Mead Capital Management, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- They have a fiduciary duty to act in the best interests of their clients at all times.
- Mead Capital Management, LLC does not have any reported disciplinary actions or sanctions.
- The firm’s advisors do not have any reported disciplinary actions or sanctions.
In conclusion, Mead Capital Management, LLC stands out as a reliable and trustworthy financial advisor, helping individuals and businesses achieve their financial goals and secure their future. Their personalized approach, experienced team, and transparent practices make them a top choice for those looking for quality financial services.