Mersereau, Lazenby & Rockas, operating as MLR Financial Partners, offers personalized financial planning and investment management. Services include financial goal setting, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. The firm is fee-only and does not sell commissioned products.
Assets Under Management$77M
Clients122
Advisors3
Avg. per Client$630K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K+ | 0.75% |
Fees are negotiable. Current client relationships may exist where the fees are lower than the fee schedule shown above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...