Insights / Open An Account
Whether you are investing for retirement, building a family legacy, managing business assets, or bringing accounts together, MRA helps make the next step clear.
Meet an AdvisorAccount Guidance
Account ownership, tax treatment, beneficiary choices, and transfer rules can all affect the rest of your financial picture. MRA starts with the purpose behind the money so the account type supports the decision you are trying to make.
We then guide the opening and funding process, so you know what is needed, what happens next, and when your account is ready to be managed.
Account Types
For investing in your own name or together with another person. We can help identify an ownership arrangement that reflects how you plan to use the assets and who should have access to them.
For retirement savings, rollovers, and inherited assets. The right account depends on your tax circumstances, contribution eligibility, beneficiaries, and the role the assets play in your wider plan.
For assets held on behalf of a child, under a trust, or through an estate. These accounts deserve extra care because ownership, authority, and beneficiaries all matter.
For business reserves, organizations, and entities with investment needs. We work with the appropriate authorized parties to establish accounts in the organization’s name.
Availability and eligibility can vary by account type, state, tax status, and your individual circumstances. Your MRA advisor will help you review the options that apply to you.
What To Expect
Stage 01 of 05
Meet with an MRA advisor to talk through your goals, current accounts, tax considerations, and the role a new account should play in your financial life.
MRA Advisory Group
Meet with an MRA advisor to discuss the accounts you have, the account you may need, and the investment strategy that connects them.
Meet an AdvisorInvestment Advisory Fees
MRA’s Wealth Management advisory fee is based on the assets MRA manages, the selected service model, and the complexity of the investment strategy. Your specific rate is confirmed in your advisory agreement.
How The Fee Is Calculated
MRA applies its fee schedule to the assets it manages for your household. The rate may be negotiated and depends on the service and strategy selected.
The annual advisory fee is calculated monthly from the value of assets under management, using the applicable household fee tier.
For a new account opened during the month, the initial fee is adjusted for the days remaining in that month after assets are received.
Advisory fees are separate from fees and expenses charged by certain investments or other service providers. Please review the ADV Brochure and your advisory agreement for complete fee, billing, and service details.