Mosaic Advisors provides financial and family capital guidance to entrepreneurial families, focusing on protecting, growing, and transferring wealth. They act as a generalist, leading a team of specialists in tax, legal, accounting, insurance, banking, valuation, and investment. Mosaic also addresses family dynamics, ownership alignment, and communication to foster family harmony.
Assets Under Management$500M
Clients61
Advisors23
Avg. per Client$8.2M
Avg. per Advisor$22M
www.linkedin.com/company/mosaic-advisors ·www.mosaicadvisors.com ·www.facebook.com/mosaicfamilyoffice
Fee Structure
Investment management only (planning not offered)
Mosaic Advisors primarily uses a flat retainer model. However, a small percentage of clients (less than 5%) pay a fee based on the value of their portfolio. These fees range from 0.20% to 1.00% annually, decreasing as the portfolio value increases. The fee is payable quarterly, either in arrears or in advance, and may be negotiable.
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Location
23 Advisors at this firm
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