Mozaic, LLC offers wealth management services to high net worth individuals, families, charitable foundations, and companies. Mozaic assesses clients' financial needs, goals, and risk tolerance to recommend and implement a custom investment strategy. Mozaic primarily uses third-party investment managers, limited partnerships, and limited liability companies to manage client accounts. Mozaic monitors asset allocation and portfolio performance and recommends changes as needed. Mozaic also provides consulting and corporate finance advisory services.
Assets Under Management$4.1B
Clients76
AdvisorsN/A
Avg. per Client$54M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100M
Investment management only (planning not offered)
Minimum Annual Fee:$750,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Minimum account size is $100,000,000, which may be waived at Mozaic's discretion. Clients also pay fees to third-party investment managers.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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