Mosaic Wealth Management offers financial planning and investment management services to individuals, trusts, pension plans, and estates. Mosaic works with clients to develop a financial outline and investment plan based on their goals and risk tolerance. Financial planning is typically offered in conjunction with portfolio management. Investment portfolios are managed on a discretionary or non-discretionary basis.
Assets Under Management$240M
Clients75
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.75% |
MWM may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where MWM deems it appropriate under the circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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