Michelle Brown
Michelle Brown is a CFP-designated registered investment advisor at Mosaic Wealth, based in St. Louis, MO, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 722 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mosaic Wealth charges a percentage of your portfolio's value as a wealth management fee, up to a maximum of 1.50% annually, paid quarterly in advance. The fee is based on the market value of the assets they manage. Fees are negotiable. For certain clients, Mosaic Wealth charges an advisory fee for services provided with respect to held-away accounts.
Location
1401 S. Brentwood Blvd., Suite 630, St. Louis, MO, 63144
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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 →Other Business ActivitiesSells Insurance
Michelle is a board member for All Saints School, dedicating minimal time to monthly meetings and fundraising. She is also a licensed insurance agent, selling insurance to clients as needed, which takes a few hours per week. Michelle is also a board member for the Fellowship of Christian Athletes, dedicating minimal time.
Employment History
Current Registrations
Mosaic Wealth
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Mosaic Family Wealth, LLC
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
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.