Investors Mosaic offers wealth management, investment management, and financial planning services. Wealth management takes a holistic approach, coordinating financial planning and investment management. Stand-alone investment management is also available. For some clients, Investors Mosaic manages an active equity portfolio. They focus on understanding client goals and aligning financial resources to achieve them. They also provide guidance and encouragement to help clients implement their financial plans.
Fee Structure
Investors Mosaic offers investment management services as part of wealth management or as a stand-alone service. The fees are based on the value of your investments and are charged quarterly.
For wealth management, the annual fee is:
- First $1 million: 0.75%
- Next $1 million ($1M - $2M): 0.65%
- Next $1 million ($2M - $3M): 0.55%
- Next $1 million ($3M - $4M): 0.45%
- Next $1 million ($4M - $5M): 0.35%
- Thereafter (Greater than $5M): 0.25%
For stand-alone investment management, the annual fee is:
- First $1 million: 0.50%
- Next $1 million ($1M - $2M): 0.45%
- Next $1 million ($2M - $3M): 0.40%
- Next $1 million ($3M - $4M): 0.35%
- Next $1 million ($4M - $5M): 0.30%
- Thereafter (Greater than $5M): 0.25%
For active equity investment management, the annual fee is:
- First $1 million: 0.7500%
- Next $4 million: 0.6375%
- Thereafter (asset above $5.0M): 0.5525%
There is a $5,000 minimum annual fee for all new clients for both wealth management and stand-alone investment management. This minimum fee may be waived or lowered at the firm's discretion.