Flexible subscription services for all life stages
MRA Planning subscription fee will be waived for a MRA wealth management account of $1 million plus.LET’S TALK
– Financial planning portal. View your financial life. Anytime. Anywhere.
– Budget, cash flow, net worth projection tools
choose your plan
Client portal. View your financial life. Anytime. Anywhere.
Budget, cash flow, net worth projection tools
Dedicated Wealth Advisor
Live events advice: retirement, education, major purchase
Asset allocation advice
Portfolio construction advice and Investment Policy Statement
Insurance planning: life, disability, long-term care
Charitable giving strategies
Retirement income distribution planning
Estate Planning (including Everplans)
Typical number of goals covered**
Typical number of meetings per year**
Real Estate Brokerage Preferred Rate from MRA Real Estate Advisors (Seller preferred rate and/or Buyer rebate).****
Women & Wealth
A la carte services
* Case complexity is determined by a combination of meetings per year, number of goals and net worth structure.
** Typical number of meetings per year.
*** See ADV Brochure for additional details.
****Real estate commissions are negotiable in New Jersey.
*****Accredited investors. In the United States, to be considered an accredited investor, one must have a net worth of at least $1,000,000, excluding the value of one’s primary residence, or have income at least $200,000 each year for the last two years (or $300,000 combined income if married) and have the expectation to make the same amount in the foreseeable future.