Leila Schaefer
Leila Schaefer is a registered investment advisor at Mosaic Wealth Strategies LLC, based in Greenville, SC, with 13 years of industry experience. Leila operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 20 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for accounts over $5,000,000. Loring Ward earns a per-account revenue-based fee ranging from 15% to 30% of the total advisory fee that is assessed.
Fee Estimator
Location
Greenville, SC
Get directionsHistory
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
Leila works as an insurance broker with outside carriers since 2016 and operates under the DBA name of Mosaic Wealth Strategies, LLC for servicing insurance and financial product clients. Leila also owns rental real estate property.
Employment History
Current Registrations
Mosaic Wealth Strategies LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
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.