Mosaic Wealth Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individuals, trusts, pension plans and estates, providing discretionary portfolio management accompanied by limited financial planning and occasional project or consulting engagements for businesses. It manages approximately $239 million on a discretionary basis across roughly 75 client relationships and works with clients to develop a tailored Financial Profile and Investment Plan at the outset of the relationship.
Investment decisions are implemented under either discretionary or non-discretionary authority and are guided by each client’s Investment Plan, which is reviewed periodically. The firm uses a mix of fundamental, technical and cyclical analysis and may include equities, fixed income, mutual funds and ETFs, alternative or partnership opportunities, options and short-selling as appropriate for a client’s objectives and risk tolerance.
What is notable about this firm relative to peers is the level of assets managed per advisor, which is substantially higher than typical supported firms, reflecting a concentrated advisory structure. The firm also engages in advisory-related consulting beyond conventional financial planning and has affiliated business consulting activities; it discloses these outside-business interests and conducts due diligence on service providers, including those that use artificial intelligence components.
Client services
Expertise
Fee options
Individually negotiated fixed fees for limited financial planning services and consulting projects
$0 - $500,000: 1.25% $500,001 - $3,000,000: 1.00% $3,000,001+: 0.75%
Account minimum: $500,000 Minimum fee: $6,250 minimum annual fee for managed portfolios
Main office
Atlanta GA
Advisors at this office
1
Most active in
Georgia · Louisiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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