Matthew Hudgins is a CFA-designated registered investment advisor at Mosaic Wealth Management, L.L.C., based in Atlanta, GA, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 75 clients with $240M 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 $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.75% |
MWM may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where MWM deems it appropriate under the circumstances.
Fee Estimator
Location
Atlanta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew owns and operates Parliament Capital LLC, a business coaching and consulting firm, established in 2002. He spends minimal time on this activity.
Employment History
Current Registrations
Mosaic Wealth Management, L.L.C.
Previous Registrations
Lesesne Capital Management INC
Neuberger Berman, LLC
State Registrations2 states
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