Investors Mosaic
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$148,402,354
Total clients
29
79% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
15
Average account size
$5,117,323
Client services
Fee options
$0 - $1,000,000: 0.75% (Wealth Management) $1,000,000 - $2,000,000: 0.65% (Wealth Management) $2,000,000 - $3,000,000: 0.55% (Wealth Management) $3,000,000 - $4,000,000: 0.45% (Wealth Management) $4,000,000 - $5,000,000: 0.35% (Wealth Management) $5,000,000+: 0.25% (Wealth Management) $0 - $1,000,000: 0.50% (Stand-Alone Investment Management) $1,000,000 - $2,000,000: 0.45% (Stand-Alone Investment Management) $2,000,000 - $3,000,000: 0.40% (Stand-Alone Investment Management) $3,000,000 - $4,000,000: 0.35% (Stand-Alone Investment Management) $4,000,000 - $5,000,000: 0.30% (Stand-Alone Investment Management) $5,000,000+: 0.25% (Stand-Alone Investment Management) $0 - $1,000,000: 0.75% (Active Equity Investment Management) $1,000,000 - $5,000,000: 0.6375% (Active Equity Investment Management) $5,000,000+: 0.5525% (Active Equity Investment Management)
Account minimum: $5,000 minimum annual fee (may be waived or negotiated) Minimum fee: Minimum annual fee of $5,000 for all new clients; may be waived or negotiated
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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