Mary Mcgrath
Mary Mcgrath is a CFP, PFS-designated registered investment advisor at Cozad Asset Management INC, based in Champaign, IL, with 41 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,015 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cozad Asset Management's fees for ongoing investment management are negotiable and range up to 1.70% annually, depending on the size, nature, and asset mix of the account. Fees are billed quarterly in arrears, based on the market value of the assets managed.
Location
2501 Galen Drive, Champaign, IL, 61821
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Regulatory History (1)
Customer Dispute
June 2005Other Business ActivitiesSells Insurance
Mary is a CPA accountant providing tax preparation and planning services, dedicating about 10-50% of her time to this. She also serves on the board of Carle Center for Philanthropy and is a member of their investment policy committee, and is a licensed insurance professional selling fixed insurance products.
Employment History
Current Registrations
Cozad Asset Management INC
Previous Registrations
M Holdings Securities, INC.Broker
Physician Advisory Resources,llc
Sikich Cozad Asset Management LLC
Nationvest Capital, L.L.C.Broker
Fsc Securities CorporationBroker
Cozad Investment Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.