Mosaic Wealth Management provides personalized investment management and selects third-party investment advisers to manage portions of client assets. Mosaic Wealth Management relies on fundamental analysis, modern portfolio theory, quantitative analysis, and technical analysis, utilizing long-term trading and options strategies. The firm primarily recommends mutual funds, exchange-traded funds, equities, fixed income securities, real estate funds, and non-United States securities. Mosaic Wealth Management serves individual investors and high-net-worth individuals, with no account minimum required. Clients must use Raymond James & Associates as their custodian and broker-dealer, and participate through wrap fee programs or non-wrap accounts.
Fee Structure
Mosaic Wealth Management does not publish a standard tiered schedule for its own direct asset-management fees in this brochure. When directing clients to third-party investment managers, clients will pay Mosaic Wealth Management its standard fee in addition to the standard fee charged by the third-party investment adviser. There is no account minimum required for any of Mosaic Wealth Management's services.