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).
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