ALC Investment Advisory Services, operating as Mosaic Strategic Partners, provides personalized investment advice, specializing in financial planning and asset management. Financial planning covers retirement, cash flow, insurance, estate, education, and charitable planning. Portfolio management is customized based on client goals, risk tolerance, and time horizon. The firm does not participate in wrap-fee programs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.25% |
Fees negotiable for accounts over $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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