Our Fees

Investment Management

Mosaicfi is an independent registered investment advisor. As fiduciaries we are paid only on the investment guidance and financial planning we provide to clients. Our financial planning services are included with the investment management fees. Our investment management clients have portfolios of at least $1 million.

investment management fees

Total Assets under Advisement* Annual Fee (billed quarterly)

*Household balances can be combined to take advantage of pricing tiers.

The mutual funds and exchange-traded funds we use in our portfolios have separate internal fees; we are committed to utilizing low-cost options wherever possible and will provide the fee information upon request.

Stand-alone Financial Planning

We provide financial planning without investment management.
Our fees for financial planning start at $3,500.

Up to $1,000,000
 1%

$1,000,001 to $3,000,000
 .75%

Above 3,000,000
.50%

Up to $1,000,000
$1,000,001 to $3,000,000
Above $3,000,000
 1%
 .75%
.50%

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