Mosaic Advisors
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
About This Firm
Mosaic serves entrepreneurial families, focusing on the intersection of Financial Capital (tax, legal, business, philanthropic, and investment structures) and Family Capital (relationships, skills, conversations, and decision-making frameworks). They offer continuous planning, wealth administration, portfolio oversight, portfolio management, and family education.
Fee Structure
Mosaic charges a flat retainer fee for their advisory services, regardless of whether the client chooses to address planning issues with them. The brochure does not specify the amount of the retainer fee.
Areas of Practice
Location
3773 Richmond Avenue, Suite 700, Houston, TX, 77046