Brand Asset Management Group manages investment portfolios and provides comprehensive financial planning for individuals, high net worth clients, trusts, and estates. The firm's primary investment offering, Mosaic Wealth Management, builds customized portfolios using a mix of mutual funds, exchange-traded funds, equities, bonds, and other securities. Brand Asset Management Group emphasizes continuous personal consultation, risk tolerance assessment, and long-term portfolio monitoring on a discretionary basis. For families with complex needs, the firm provides Brand Family Office services covering cash flow planning, multi-generational estate planning, philanthropy, tax planning, and family education. Brand Asset Management Group also offers institutional advisory services for retirement plan sponsors. The firm operates independently and custodies client assets through firms like Fidelity and Charles Schwab.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Subject to a minimum quarterly fee of $11,500 for the full Mosaic service offering, which can be reduced to $9,500 for advisory services and one Mosaic offering, or $7,500 for advisory services only. Brand Family Office has a separate schedule starting at 0.40%. Fees are negotiable.
