Leila Dudley
Leila Dudley is a CFP-designated 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 is appointed with outside carriers to broker non-registered insurance products since 2015. This activity takes about 10-20% of her time and occurs during securities trading hours.
Employment History
Current Registrations
Mosaic Wealth Strategies LLC
Previous Registrations
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.