MRA Advisory Group offers wealth management and financial planning services, including financial planning subscriptions, investment management, insurance solutions, tax preparation, and estate planning document preparation. MRA also offers access to high-yield savings accounts through a third-party service. MRA specializes in comprehensive financial planning, fee-based wealth management, risk-based investing, tax planning, retirement planning, retirement income strategies, estate planning preparation, business services, and insurance planning.
Assets Under Management$290M
Clients401
Advisors8
Avg. per Client$730K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $249K | 2.00% |
| $249K - $499K | 1.50% |
| $499K - $999K | 1.35% |
| $999K - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.70% |
| $6.0M - $7.0M | 0.60% |
| $7.0M - $8.0M | 0.50% |
| $8M+ | 0.40% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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