Mosaic Wealth Management

Wealth Management Firm in Grand Rapids, MI

Firm Info
Address: 607 Cascade W Pkwy SE, Grand Rapids, MI 49546, USA
Phone: (616) 949-0900

Firm Size
Assets Under Management: $148.9 million
# of Advisors: 1
# of Clients: 302
Client to Advisor Ratio: 302:1
Average Account Size: $493,077
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Mosaic Wealth Management, L.l.c. Overview

Mosaic Wealth Management, L.L.C. is a fee-only registered investment advisory firm headquartered in Atlanta, GA. Founded in 2022, the firm has already made a name for itself in the industry for its investment advice only approach. Clients can trust the team at Mosaic to always act in their best interest, as their fee arrangement ensures that the firm does not receive any commissions or kickbacks for investment recommendations. Mosaic provides a range of services to individuals and small businesses looking to manage their wealth effectively. Their financial planning services can help clients identify their goals and create a plan to achieve them. Additionally, the firm offers portfolio management services to help clients make the most of their investments. The team at Mosaic takes a personalized approach to portfolio management, tailoring each investment strategy to the unique needs of the client. In addition to their own services, Mosaic can help clients select other advisors they may need. The firm has a network of trusted partners in areas such as tax planning, estate planning, and insurance, and can help clients find the right fit for their needs. With Mosaic Wealth Management as their primary advisor, clients can feel confident that their entire financial picture is being taken into account.

MOSAIC WEALTH MANAGEMENT, L.L.C. caters to a diverse range of clients, including individuals seeking financial guidance and high net worth individuals seeking comprehensive wealth management services. Whether clients are looking to plan for retirement, invest in the stock market, or protect their wealth with an estate plan, MOSAIC WEALTH MANAGEMENT, L.L.C. has a team of experienced professionals who are equipped to provide personalized solutions that align with each client's unique financial goals. When it comes to fee structures, MOSAIC WEALTH MANAGEMENT, L.L.C. offers two options, depending on the services provided. For clients seeking investment management, MOSAIC WEALTH MANAGEMENT, L.L.C. charges a percentage of assets under management (AUM). This fee structure allows the firm to align its interests with those of the clients, as the firm's compensation is directly tied to the success of the client's investments. For clients seeking financial planning and other non-investment services, MOSAIC WEALTH MANAGEMENT, L.L.C. charges fixed fees that are agreed upon in advance. This allows the client to have a clear understanding of the costs associated with the services rendered and ensures that there are no surprises down the line. Overall, the fee structures offered by MOSAIC WEALTH MANAGEMENT, L.L.C. are designed to be transparent and flexible, so clients can choose the option that works best for their unique financial needs.

Typical Clients, Fee Structures & Investment Minimum

According to their Part 2 Brochure, MOSAIC WEALTH MANAGEMENT, L.L.C. requires a minimum investment of $500,000 to establish a new account with their firm. The firm's brochure states, "Our account minimum is $500,000, which may be waived in our discretion. We may require a higher account minimum for certain types of accounts or clients." Therefore, potential clients should be aware that they may need to meet a higher investment minimum depending on their specific account or circumstances.

How This Office Can Help Grand Rapids, MI Residents

Mosaic Wealth Management is a full-service financial advisory firm with a focus on helping clients in Grand Rapids, MI. The area has a diverse population with a range of financial needs and goals. For example, some individuals in Grand Rapids may be facing retirement and need guidance on how to create a long-term financial plan that will provide them with a comfortable retirement. Others may be seeking help managing their investments or creating a diversified portfolio. Mosaic Wealth Management provides customized financial solutions to each of its clients based on their individual needs. They work closely with clients to understand their specific situation, and develop a comprehensive financial plan that aligns with their goals. Whether it's retirement planning, investment management, or wealth preservation, Mosaic Wealth Management has the expertise and experience to help clients achieve their financial objectives.


Services Offered by Mosaic Wealth Management, L.l.c.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Mosaic Wealth Management, L.l.c. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 607 Cascade W Pkwy SE, Grand Rapids, MI 49546, USA
Phone (616) 949-0900
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 1064 BROOKHAVEN LANE, ATLANTA, GA 30319, United States

This firm has no other locations.

State Registrations

Mosaic Wealth Management, L.l.c. is registered to service clients in the following states:

  • Georgia
  • Louisiana

Disciplinary History

Mosaic Wealth Management, L.l.c. does not have any disclosures. Please visit it's Form ADV for more details.