Advisor at Mosaic Advisors
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Madeline Nichols is a financial advisor at Mosaic Advisors in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Mosaic Advisors, she worked at the University of Houston and Houston Community College, and earlier served at William B Travis High School. Mosaic Advisors primarily serves entrepreneurial families and other closely held entities, offering comprehensive wealth planning, portfolio management, and family education services. The firm employs a phased project-management approach and provides consolidated reporting that integrates liquid and illiquid assets to guide investment decisions.
Based on Mosaic Advisors
Fee-only: Flat quarterly retainer, typically starting at $100,000 per quarter initially, reducing to $75,000 per quarter after the initial phase, with a 5% annual cost-of-living adjustment thereafter.
3773 Richmond Avenue, Suite 700
Houston, TX 77046
Texas
Mosaic Advisors
2024 - Present (2 years)
University of Houston
2022 - 2023 (1 year)
Houston Community College
2020 - 2022 (2 years)
William B Travis High School
2015 - 2020 (5 years)
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