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Mosaic Investment Solutions, LLC (Bethesda)


Mosaic Investment Solutions, LLC is a large advisory firm based in Bethesda. It manages $44.08 million of regulatory assets for 158 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Maryland and Virginia.

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Mosaic Investment Solutions provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mosaic Investment Solutions: assets under management

The assets under management (AUM) of Mosaic Investment Solutions, LLC is $44.08 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $44.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $278.97 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mosaic Investment Solutions, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bethesda

The principal office where Mosaic Investment Solutions, LLC performs its advisory services is located at One Democracy Plaza, Bethesda, MD 20817, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-564-3000 or by fax 240-564-4440. The normal business hours are 9 am to 5pm on Monday - Friday. You can find more information about the New York firm at www.mosaicinvest.com.


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