Mraz and Associates offers financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. Financial planning is included as part of investment management services. The firm primarily invests client assets in mutual funds, individual debt and equity securities, and variable annuities/life insurance.
Assets Under Management$780M
Clients507
Advisors5
Avg. per Client$1.5M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $15.0M | 0.70% |
| $15M+ | 0.50% |
Fees are negotiable. Legacy clients may be billed under different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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