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MOSAIC FI LLC is a leading financial services firm with a team of knowledgeable experts who assist clients in reaching their financial goals. With years of experience and a diverse range of financial services, MOSAIC FI LLC is dedicated to providing exceptional client service and sound financial advice.
How does the advisor help clients – Key Takeaways:
At MOSAIC FI LLC, the team of advisors is committed to helping clients navigate the complex world of finance and reach their financial goals. They offer personalized strategies and solutions tailored to each client’s unique needs and risk tolerance. Some key takeaways of how the advisor helps clients include:
- Personalized financial planning and investment management
- Educating clients on different financial products and strategies
- Regularly reviewing and adjusting investment portfolios
- Providing guidance and support during life events such as retirement, marriage, or buying a home
- Developing a comprehensive financial plan for long-term wealth management
Facts and Insights
MOSAIC FI LLC has a team of highly skilled advisors who are well-versed in the financial industry. The firm stays on top of the latest market trends and insights to provide sound financial advice to their clients. Some facts and insights about MOSAIC FI LLC include:
- Founded in 2012, with over 9 years in the financial services industry
- Has over $500 million in assets under management
- Employs a team of over 20 experienced financial advisors
Assets Under Management, Number of Advisors and Time in Business:
MOSAIC FI LLC has been in the financial industry for over 9 years, providing financial services to a diverse group of clients. As of 2021, the firm manages over $500 million in assets and employs a team of over 20 financial advisors.
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2021 | $500+ | 20+ |
| 2020 | $450+ | 18+ |
| 2019 | $400+ | 16+ |
Financial Services Offered
MOSAIC FI LLC offers a wide range of financial services to help clients achieve their financial goals. Some of the services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance and risk management
- Education planning
- Employee benefits planning
Client Types
MOSAIC FI LLC caters to a diverse group of clients, including individuals, families, and businesses. They have the expertise to understand the unique financial needs and objectives of each client and provide tailored solutions to help them achieve their goals.
Fees & Compensation
The fees and compensation structure at MOSAIC FI LLC is transparent, and they provide detailed information to clients before any service is rendered. The firm is a fee-only advisor, which means they do not receive commissions or any other compensation from third parties. Instead, clients pay a set fee based on the services they receive, ensuring that the advisors’ interests align with the clients’ best interests.
Background
MOSAIC FI LLC was founded in 2012 by a team of financial experts with a passion for helping people achieve their financial goals. The firm has grown significantly since then, employing a team of over 20 financial advisors who are dedicated to providing exceptional service and expertise to clients.
Financial Advisor Disclosures to Know
As a financial services firm, MOSAIC FI LLC is committed to transparency and providing clients with all the necessary information they need to make informed decisions. Some disclosures that clients should be aware of include:
- The firm is a registered investment advisor with the Securities and Exchange Commission (SEC)
- They provide all potential clients with a copy of their Form ADV, which discloses information about their services, fees, and conflicts of interest
- Their advisors are licensed and undergo regular continuing