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Frank Arvai

Advisor at William Mack & Associates Inc

Updated today

Location

Pentwater, MI

Credentials

CFP®

Industry experience

14 years

About

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.

Client services

Based on William Mack & Associates Inc

Financial planning Portfolio management Selection of other advisers

Expertise

Based on William Mack & Associates Inc

Passive / index investing Active portfolio management Private / alternative investments Real estate investing

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $1,500,000: 0.80% $1,500,001+: 0.60%

Project-based

Certified Financial Planner™ $250/hour, Financial Planner $200/hour, Para-Planner $125/hour, Clerical $60/hour

Other

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.

Location

Pentwater, MI

Most active in

Michigan

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Life insurance needs analysis
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Ludington, MI

Harborfront Financial Group

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General retirement planning Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.)
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