Stacy Barrom
Stacy Barrom is a CFP-designated registered investment advisor at Mosaic Wealth Consultants, INC., based in Millington, TN, with 12 years of industry experience. Stacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8 clients with $3.2M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
731 Ray Bluff Rd, Millington, TN, 38053
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
Stacy is an independent insurance agent selling general insurance products since 2019, dedicating about 10-20% of her time. She also coaches/referees volleyball and is a tax consultant, spending minimal time on the latter.
Employment History
Current Registrations
Mosaic Wealth Consultants, INC.
Previous Registrations
Coastal Investment Advisors
Coastal Equities, INC.Broker
Calton & Associates, INC.Broker
Calton & Associates, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
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.