Wealth Management
No commissions. Fee-based advice ranging from 0.40% to 1.50% per year (See ADV Brochure)
“An investment in knowledge pays the best interest.”
Benjamin Franklin
Automated investment services
Internet-based investing. Open an acccount with just a few clicks.
Partner with a dedicated fiduciary advisor
Dedicated financial advisor service. Portfolios comprised of ETFs individual stocks, bonds, alternatives and/or private equity.
Alternatives
Alternative investment solutions for accredited investors. Minimum account size $100,000.
Learn about our risk management approach:
Take the mystery out of investment management. Our investing platform is flexible and easy to use
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
Download our Monthly Portfolio Profiles
Year-to-date results as of 7/31/20*
- Portfolio Risk Number 30-40* 3.93%
- Portfolio Risk Number 41-50* 4.74%
- Portfolio Risk Number 51-60* 4.15%
- Portfolio Risk Number 61-70* 5.04%
- Portfolio Risk Number 71+* 6.32%
- Strategic Opportunities Portfolio 73+ (min. investment: $50,000)* 40.99%
**S&P 500: 1.25%, **Bloomberg Barclays Global Aggregate: 6.27%, **MSCI EAFE: -10.64%
* Year-to-date results as of 7/31/20. All Performance and Return data is shown for a hypothetical portfolio and does not represent actual portfolio performance. Performance and Return data are net of applicable fund expenses, including management fees, but the performance and return data does not include the deduction of fees charged by MRA. Past performance does not guarantee or indicate future results. See ADV Brochure for disclosures, fees, risks and other considerations. Past performance is no guarantee of future results.
** Year-to-date results as of 7/31/20. Source: YCharts.
Open and fund your account in just a few minutes. Account minimum: $5,000.
