Mosaic FI offers portfolio management based on individual client goals and risk tolerance, creating an Investment Policy Statement for each client. They also offer pension consulting services to small businesses. Financial planning is included for portfolio management clients and is also offered as a stand-alone service. Mosaic FI focuses on understanding and educating clients, covering topics like asset allocation, cash flow, education funding, estate planning, and tax planning.
Assets Under Management$81M
Clients244
Advisors2
Avg. per Client$330K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$500K
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 | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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