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CFP · PFS
MM
CFP · PFS

Mary Mcgrath

Cozad Asset Management INC
41 Years of Experience
Champaign, IL
1 DisclosureSells Insurance
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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, and 1 more. Their firm serves 2,178 clients with $2.6B in assets under management.

Cozad Asset Management INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
2,178 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.70%

Fees are negotiable and generally range from 0% to 1.70% annually, varying with the size, nature, and asset mix of the account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2501 Galen Drive, Champaign, IL, 61821

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
February 1998 - Present · 28 yrs 8 mos
Previous Registrations
M Holdings Securities, INC.Broker
September 2009 - October 2021 · 12 yrs 1 mo
Physician Advisory Resources,llc
September 2003 - December 2008 · 5 yrs 3 mos
Sikich Cozad Asset Management LLC
June 2001 - September 2009 · 8 yrs 3 mos
Nationvest Capital, L.L.C.Broker
March 1997 - August 1999 · 2 yrs 5 mos
Fsc Securities CorporationBroker
December 1990 - September 2009 · 18 yrs 9 mos
Cozad Investment Services, INC.Broker
February 1985 - December 1990 · 5 yrs 10 mos
State Registrations3 states
FLILTX
Advisor

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.

Exams
No exam information available for this advisor.
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