Kevin Lisch is a registered investment advisor at Mosaic Wealth, based in St. Louis, MO, with 2 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.
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Kevin is a member of the Billiken Athletics Hall of Fame Committee since 2023. This activity is not investment-related.
Employment History
Current Registrations
Mosaic Wealth
State Registrations1 state
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