Mraz and Associates Fees & Minimum

Overview

Headquarters: Modesto, CA
Total Firm Assets: $917 million
Average High-Net-Worth Client Portfolio Size: $3.5 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: DISCLOSURE BROCHURE (2026-07-01) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.25%
$500,001	$2,500,000	1.00%
$2,500,001	$5,000,000	0.90%
$5,000,001	$15,000,000	0.70%
$15,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,250	1.12%
$5 million	$48,750	0.98%
$10 million	$83,750	0.84%
$50 million	$293,750	0.59%
$100 million	$543,750	0.54%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 84.20%
Number of High-Net-Worth Clients: 221
Total Client Accounts: 1,289
Discretionary Accounts: 1,289

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 158338

DISCLOSURE BROCHURE (2026-07-01) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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