Flexible subscription services based on your unique needs
MRA Planning subscription fee will be waived for a MRA wealth management account of $1 million plus.
mra planning
- One-on-one working relationship with a dedicated Wealth Advisor
- Advice on investments outside WealthBuilder Investing, including 401k, employer benefits and real estate
- Tax Planning and Preparation services (additional fee applies)
- Comprehensive personalized guidance on life events: retirement, large purchases, college, estate planning, tax strategies and insurance planning
- Case complexity*: BASIC, ADVANCED OR COMPLEX
- Meetings per year: TWO, THREE or CUSTOMIZED**
From $69/month ***
mra wealth management
- Easy to understand personalized financial advice
- Globally diversified portfolios
- Goals based investing: retirement, college, major purchase
- Portfolio rebalancing
- Free self-guided financial planning tool
From 0.40% to 1.50% per year (based on account balance). We don’t charge commissions.***
mra business services
- Tax Planning and Preparation by CPA Team
- Business Loans
- Integration with WealthBuilder financial plan
- Entity type review and formation consulting
- Employer and employee benefits
- 401k Fiduciary Review
- Group life, disability, accident and cancer coverage
- Succession planning: buy-sell and cross-purchasing agreements
- Executive compensation planning
Price based on needs***
mra insurance solutions
We educate and help protect clients in the areas of insurance using a comprehensive due diligence process.
Areas of focus:
- Life
- Disability
- Long-term care
Price based on needs***
* 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.
