Professional advice
Personalized investment advisory services for certain 401(k)s, 403(b)s, IRAs and annuities held away from MRA.
MRA Advisory Group
Bring more intention to your retirement accounts.
RetirementBuilder provides professional advice for eligible retirement accounts held away from MRA, helping keep investment decisions connected to your goals, risk and time horizon.
Talk to an AdvisorRetirementBuilder
Retirement guidance that reaches beyond one account.
Multi-custodial platform
A technology platform that can help advisors access eligible held-away accounts and trade, rebalance or reallocate investments.
Transparent fee structure
No commissions. Annual advisory fees range from 0.40% to 2.00%, based on the investments MRA manages and the complexity of the investment strategy.
See How It Works
A closer look at connecting your accounts.
Watch the RetirementBuilder overview from MRA Advisory Group.
A Connected Process
Your retirement accounts, considered in one conversation.
- 01
Bring accounts into view
Start with the retirement accounts you already have, even when they are held away from MRA.
- 02
Align with your plan
Consider financial goals, risk profile and time horizon before investment decisions are made.
- 03
Manage with intention
Trade, rebalance or reallocate eligible accounts as part of an ongoing advisory relationship.
No long-term commitments. You can start or cancel the service at any time.
Fees
Fee-based advice. No Commissions
Fee ranges from 0.40% to 2.00% per year based on the level of investments managed by MRA and the complexity of the investment strategy.
See ADV brochure for additional details on fees, risks, and other considerations before investing.
Take the Next Step
See whether RetirementBuilder fits your retirement plan.
Bring your account questions, goals and current retirement picture to an MRA advisor.
Talk to an Advisor