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Genevieve Zeletz Email
Client Manager . Mosaic Advisors
Houston, TX
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Employees:
22Revenue:
$3.2MAbout
A DIFFERENT APPROACH One of life’s inescapable truths is that the more successful you are, the more complicated your life becomes. For business owners, few things are more complex than the myriad of family, tax, legal, business & financial issues they confront daily. Mosaic is dedicated to serving the diverse needs of successful entrepreneurs & their families. THE "ADVICE BUSINESS" IS BROKEN From Bankers to Brokers, Attorneys to Agents, & Accountants to Advisors, there is no shortage of professionals vying to assist business owners with various aspects of their lives. However, virtually none of them are incentivized to lead the diverse team of specialists required to affect meaningful change. The hourly billing structure & sales-based incomes of most professionals tends to limit their ability to invest the time & energy necessary to understand all aspects of their clients’ lives. Most professional advisors simply lack the financial incentives & organizational framework required to provide truly comprehensive advice. OUR APPROACH Mosaic was built upon a completely different business model – to provide unbiased, comprehensive advice in exchange for a flat-fee. This structure eliminates conflicts & aligns our financial incentives with our clients’ interests. Our methodology is simple; we base our engagements on the actual scale, scope, & complexity of each endeavor. By doing so, we are able to focus our energy, effort, & expertise on client education & advocacy, not salesmanship. Mosaic’s business model was formed upon the premise that compensation & motivation are inextricably linked.Mosaic Advisors Address
4265 San FelipeHouston, TX
United States