Assets Under Management
$499.4M
Number of Clients
61
Number of Advisors
18
Average Client AUM
$8.2M
AUM per Advisor
$27.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Mosaic provides comprehensive services to entrepreneurial families, focusing on the intersection of Financial Capital (tax, legal, business, philanthropic, and investment structures) and Family Capital (relationships, skills, communication). They offer continuous planning, wealth administration, portfolio oversight, portfolio management, and family education.
3773 Richmond Avenue, Suite 700, Houston, TX, 77046