MBR Financial offers financial planning and investment management services to individuals, families, and high-net-worth individuals. Financial planning covers pre-retirement, investment allocation, risk analysis, estate planning, and preparing the next generation. Investment management includes designing, implementing, and monitoring investment portfolios. MBR works with clients to determine the best services to meet their needs.
Assets Under Management$870M
Clients448
Advisors6
Avg. per Client$1.9M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts above $10,000,000. Muni accounts & variable annuities: 0.50%. Alternative investments: 0.75% on first $5M, 0.25% above that. Cryptocurrencies: 0.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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