Mosaic Wealth Strategies provides advice on cash flow, debt management, risk management, retirement planning, education funding, and estate planning. They assist clients in managing their portfolios through institutional investment managers and offer educational workshops. The firm uses a Modular Planning Model for one or two needs and a Broad Based Comprehensive Planning Model for more complex needs.
Assets Under ManagementN/A
Clients20
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
www.mosaicwealthstrategies.com ·www.linkedin.com/in/leila-g-schaefer-lutcf-9470... ·www.linkedin.com/in/leila-dudley-cfp%c2%ae-5180...
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for accounts over $5,000,000. Loring Ward earns a per-account revenue-based fee ranging from 15% to 30% of the total advisory fee that is assessed.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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