Jenifer Aronson is a CFA-designated registered investment advisor at Mosaic Fi LLC, based in Lincolnshire, IL, with 12 years of industry experience. Jenifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 244 clients with $81M 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
475 Half Day Rd, Suite 100, Lincolnshire, IL, 60069
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mosaic Fi LLC
State Registrations4 states
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