Jane-Ellen Wolak is a CFP-designated registered investment advisor at The Mosaic Financial Group, LLC, based in Chicago, IL, with 25 years of industry experience. Jane-Ellen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 133 clients with $950M 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 | 0.90% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10.0M - $20.0M | 0.20% |
| $20.0M - $30.0M | 0.10% |
| $30M+ | 0.10% |
Different fee schedules apply for clients who had a relationship with the firm prior to the implementation of the current schedule. Otherwise, fees are non-negotiable.
Fee Estimator
Location
1 East Erie, Suite 630, Chicago, IL, 60611
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
The Mosaic Financial Group, LLC
State Registrations2 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.
Exams
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