The Mosaic Financial Group, LLC's Form ADV discloses 0.90% on the first $1 million, 0.60% on the next $1 million, 0.50% on the next $1 million, 0.40% on the next $2 million, 0.30% on the next $5 million, 0.20% on the next $10 million, 0.10% on the next $10 million, and negotiable rates above $30 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #109816), The Mosaic Financial Group, LLC is subject to fiduciary duty under federal law.
The Mosaic Financial Group, LLC is headquartered in CHICAGO, IL.
The Mosaic Financial Group, LLC serves 130 high-net-worth clients according to their SEC filing dated September 17, 2026. View client details ↓
According to their SEC Form ADV, The Mosaic Financial Group, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
The Mosaic Financial Group, LLC manages $949 million in client assets according to their SEC filing dated September 17, 2026.
According to their SEC Form ADV, The Mosaic Financial Group, LLC serves high-net-worth individuals and institutional clients. View client details ↓