Advisor at Mraz and Associates
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Firm
Mraz and Associates
Location
Modesto, CA 95354
Credentials
Series 65
Industry experience
4 years
Christopher Mraz is a financial advisor at Mraz and Associates in Modesto, CA, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Mraz, Amerine & Associates, Inc. and Conterra Wine Co., LLC. Mraz and Associates provides financial planning, consulting, and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined, value-oriented investment approach incorporating fundamental, technical, and cyclical analysis, managing approximately $785 million in discretionary assets.
Based on Mraz and Associates
Financial plans generally range from $1,000 to $5,000 depending on scope and services.
$0 - $500,000: 1.25% $500,001 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.90% $5,000,000 - $14,999,999: 0.70% $15,000,000+: 0.50%
Financial planning services charged at $250 per hour for non-investment advisory clients.
Account minimum: $1,000,000 Fee-only: Financial planning services: $250 per hour for non-investment advisory clients; financial plans generally range from $1,000 to $5,000, negotiable.
1120 13 Th Street, Suite C
Modesto, CA 95354
California
Mraz, Amerine & Associates, Inc.
2021 - Present (5 years)
Mraz, Amerine & Associates, Inc.
2020 - Present (6 years)
Unemployed
2020 - 2020 (1 year)
Conterra Wine Co., LLC
2010 - 2019 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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