MRA Wealth Management

No commissions. Fee-based advice. 


“An investment in knowledge pays the best interest.”

Benjamin Franklin

 

Flexible and easy to use platform

Paperless Account Opening

Paperless account opening and transfers with just a few clicks

Auto Deposits and Transfers

Automate your investment savings and transfer from your external accounts

No Fees to Buy or Sell

No additional fees to buy or sell securities in your portfolio

Portfolio Rebalancing

We rebalance your portfolio at no additional cost to you

MRA Wealth Management

Annual Fee Range 0.40% – 2.00%*

Investment Advisory Services provided for an annual fee based on the total assets in the accounts under management and case complexity. Case complexity is determined by a combination of meetings per year, number of goals and net worth structure. Service includes:

  • Dedicated Financial Advisor. Most of our advisors have over 20 years of industry experience.
  • Asset allocation / portfolio construction advice for investments under management by MRA
  • Investment policy statement and full access to MRA Investment Committee’s portfolio holdings
  • 401k / 403B investment advice and trading through RetirementBuilder service
  • Number of meetings/check-ins per year: typically from TWO to FOUR (based on your situation).
*The advisory fee is for services we provide, as well as clearing and custodial services provided by the custodian. The account holder is responsible for the advisory fee. The fee is paid incrementally on a monthly basis in arrears, and debited from your account or another payment method indicated by you. The advisory fee does not include the fees and expenses applicable to investment funds, and the additional costs for ancillary services provided by the custodian. Pricing is subject to change. For more information regarding the advisory fee and other costs associated with the program, please review our ADV Brochure.

Video: Our approach to investing and risk management 

MRA Investment Committee

MRA Investment Committee (“IC”) is responsible for the management process of the firm’s WealthBuilder Risk Managed Portfolios (Exchange Traded Funds – ETFs)  and Strategic Opportunity Portfolio (all stock portfolio). Most investment committee members have over 20 years of financial services experience in managing portfolios on behalf of clients.

The IC employs a top-down approach to the investment management process and divides the investment portfolio approach into “core” (traditional asset allocation) and “explore” (tactical asset allocation) holdings. As clients move up in risk from one portfolio to another, their “explore” allocation increases compared to their “core” allocation.  Some examples of an “explore” holding include clean energy, cloud computing, online retailers, while “core” holdings may include the S&P 500, the Nasdaq index or the Barclays aggregate bond index. This approach is key in the IC’s effort to generate better investment outcomes for clients given each level of portfolio risk. In addition, the IC reviews all portfolio allocations on a quarterly basis or as needed. Prior to each IC meeting, each IC member does their own due diligence on each existing holding in all of our portfolios. The member then makes a recommendation to either hold, sell, increase or decrease the position. The member offers their reasoning to the rest of committee. Two thirds of the committee must agree on a given action prior to any action being put into motion.

Committee Members

Paul S. Plemenos

Director of Wealth Management

Marco Lima, CFP®

CEO, Wealth Advisor

Adam C. Anderson, CFP®, CRPC®

Director of Alternative Investments

Dalton Chandler, MBA, APMA

Director Wealth and Tax services

Beth P. Wahlig

Director of Socially Responsible Investing

Nick Pirsos

Wealth Advisor

Explore our investment solutions

WealthBuilder Risk Number Portfolios

MRA Investment Committee (“IC”) is responsible for the management process of the firm’s WealthBuilder Risk Managed Portfolios (Exchange Traded Funds – ETFs)  and Strategic Opportunity Portfolio (all stock portfolio). Most investment committee members have over 20 years of financial services experience in managing portfolios on behalf of clients.

The IC employs a top-down approach to the investment management process and divides the investment portfolio approach into “core” (traditional asset allocation) and “explore” (tactical asset allocation) holdings. As clients move up in risk from one portfolio to another, their “explore” allocation increases compared to their “core” allocation.  

Minimun Investment: $5,000

WealthBuilder Crypto Blockchain Portfolio

The WealthBuilder Crypto Blockchain Portfolio offers exposure to equity securities in the emerging industries of cryptocurrencies and blockchain technologies. The Model portfolio focuses on ETFs that invest in companies involved in the cryptocurrency markets, blockchain solutions, innovative data sharing technologies and digital transformations in fintech, healthcare & supply chains.

 Disclaimer: Not a direct investment in cryptocurrencies such as Bitcoin or Ethereum. Appropriate for Aggressive Risk Profile.

Minimun Investment: $5,000

WealthBuilder ESG Portfolio - All Equity

This Model offer exposure to companies that exhibit Environmental, Social and Governance (ESG) characteristics. Our ESG-focused Model Portfolio emphasizes best-of-breed positive-impact ESG ETFs or stocks to create globally diversified equity portfolio. The model surround an ESG-adherent core with satellites that capture differentiated ESG themes. Check out the WealthBuilder ESG Portfolio  IMPACT REPORT. 

Minimun Investment: $5,000

Alternatives

MRA Capital Partners' flagship “Lighthouse Fund”, is a High Yield Asset Backed Portfolio. The fund focuses on high yielding, current income investments in both debt and preferred equity and makes Private Debt interest-only loans, secured by both commercial & residential real estate nationwide. Available to accredited investors.

Minimun Investment: $100,000

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