The Mosaic Financial Group offers investment advice (both discretionary and non-discretionary), portfolio monitoring, estate and financial planning, tax preparation, consulting, and bookkeeping. Mosaic believes asset allocation drives investment returns. They work with clients to determine their risk tolerance, liquidity needs, and long-term objectives to create a suitable asset allocation strategy. Clients determine whether Mosaic makes investment decisions for them or if they approve all investment decisions.
Assets Under Management$900M
Clients127
Advisors9
Avg. per Client$7.1M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$2M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10.0M - $20.0M | 0.20% |
| $20.0M - $30.0M | 0.10% |
| $30M+ | Included |
Fees are non-negotiable except for clients with a relationship prior to the current fee schedule. The fee for assets over $30,000,001 is to be determined (TBD).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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