Advisor at Mosaic Advisors
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Richard Meyer II is a financial advisor at Mosaic Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at PwC US Tax, LLP and The Dinerstein Companies. Mosaic Advisors serves entrepreneurial families, individuals, trusts, estates, family offices, and charitable organizations, providing comprehensive wealth management through a phased project-management approach and consolidated reporting. The firm offers portfolio management across various asset types and emphasizes coordination among tax, legal, accounting, insurance, and investment professionals.
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)
PwC US Tax, LLP
2023 - 2024 (1 year)
Self-Employed
2022 - 2023 (1 year)
The Dinerstein Companies
2011 - 2022 (11 years)
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