Mighty Oak Strong America Investment Company (MOSAIC) offers investment management and financial planning services. MOSAIC helps clients select investments and manages portfolios, considering their risk tolerance and investment goals. Financial planning services are offered, including tax and cash flow analysis, retirement planning, and investment analysis. MOSAIC may use a sub-advisor for investment management and can arrange for tax preparation services through a related accounting firm for clients with over $500,000 in assets.
Assets Under Management$340M
Clients173
Advisors3
Avg. per Client$2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4.0M - $10.0M | 0.95% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Fees are negotiable for clients with assets of $25,000,000 or more under management. Current and former employees, their family members, and houses of worship are typically not charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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