Mosaic Wealth offers investment advisory services, including wealth management and financial consulting, to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans. Mosaic Wealth manages investment portfolios and provides financial planning services such as retirement planning, education savings, tax planning, and estate planning. Mosaic Wealth may recommend third-party separate account managers or investment platforms.
Fee Structure
Mosaic Wealth charges a percentage of your portfolio's value as a wealth management fee, up to a maximum of 1.50% annually, paid quarterly in advance. The fee is based on the market value of the assets they manage. Fees are negotiable. For certain clients, Mosaic Wealth charges an advisory fee for services provided with respect to held-away accounts.