Mosaic Wealth Consultants provides investment management and financial planning services. Investment management is offered on both a discretionary and non-discretionary basis. Financial planning services include a comprehensive evaluation of an investor's current and future financial state, covering topics like financial goals, net worth, cash flow, retirement, risk management, investments, taxes, and estate planning. Mosaic also holds seminars and workshops to educate the public.
Assets Under Management$3.2M
Clients8
Advisors1
Avg. per Client$400K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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