Frank Arvai
Advisor at William Mack & Associates Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at William Mack & Associates Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Pentwater, MI
Credentials
CFP®
Industry experience
14 years
Frank Arvai is a CFP® professional with 14 years of experience, currently serving at William Mack & Associates Inc since 2019. He previously worked at Mutual Fund Management Co for 26 years and operated Arvai & Associates from 1992 until its sale in 2017. Following the sale, he has worked as an independent contractor-consultant during the transition of Arvai & Associates to a new firm, a non-investment related activity. William Mack & Associates is a fee-only, SEC-registered investment adviser managing approximately $820 million for nearly 1,000 clients through a team of ten advisors. The firm focuses on diversified, tax-efficient, low-cost investment strategies using no-load mutual funds and ETFs, serving individuals, trusts, retirement plans, and other entities.
Based on William Mack & Associates Inc
Based on William Mack & Associates Inc
$0 - $1,000,000: 1.00% $1,000,001 - $1,500,000: 0.80% $1,500,001+: 0.60%
Certified Financial Planner™ $250/hour, Financial Planner $200/hour, Para-Planner $125/hour, Clerical $60/hour
Account minimum: $250,000 Fee-only: Hourly rates: Certified Financial Planner™ $250/hour, Financial Planner $200/hour, Para-Planner $125/hour, Clerical $60/hour; initial deposit $500 for scheduling planning services.
Pentwater, MI
Michigan
William Mack & Associates, Inc.
2019 - Present (7 years)
Semi-Retired
2019 - 2019 (1 year)
Mutual Fund Management Co
1992 - 2018 (26 years)
Arvai & Associates
1992 - 2017 (25 years)
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Accountant / CPA / tax prep
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Bank
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Trust company
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Lawyer
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Real estate agent
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