Overview
- Total Firm Assets
- $192 million
- Average High-Net-Worth Client Portfolio Size
- $7.0 million
Fee Disclosure
Source: INVESTORS MOSAIC BROCHURE (2025-03-31)
· View brochure text
Latest filing: INVESTORS MOSAIC BROCHURE (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 0.75% |
| $1,000,001 | $2,000,000 | 0.65% |
| $2,000,001 | $3,000,000 | 0.55% |
| $3,000,001 | $4,000,000 | 0.45% |
| $4,000,001 | $5,000,000 | 0.35% |
| $5,000,001 | and above | 0.25% |
Stated Minimum Annual Fee: $5,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $7,500 | 0.75% |
| $5 million | $27,500 | 0.55% |
| $10 million | $40,000 | 0.40% |
| $50 million | $140,000 | 0.28% |
| $100 million | $265,000 | 0.26% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 95.25%
- Number of High-Net-Worth Clients
- 26
- Total Client Accounts
- 164
- Discretionary Accounts
- 164
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 168619
- INVESTORS MOSAIC BROCHURE (2026-03-30) · View brochure text
- INVESTORS MOSAIC BROCHURE (2025-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗