Pricing – MRA Advisory Group
Parsippany, NJ - USA
+1 844.672.7623
support@mraadv.com

Pricing

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

Free tools:
– 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

Lifestyle planning 

Estate Planning (including Everplans)

Typical number of goals covered**

Typical number of meetings per year**

Case complexity* 

Real Estate Brokerage Preferred Rate from MRA Real Estate Advisors  (Seller preferred rate and/or Buyer rebate).****


Plus

Starting at

$79

per month

Basic

2

2

Basic

Consolidator

Starting at

$99

per month

Advanced

3

3

Advanced

Protector

Starting at

$130

per month

Advanced-Complex

Customized

Customized

Complex

Women & Wealth

Starting at

$99

per month

Basic-Complex

Customized

Customized

Basic-Complex

A la carte services

Investing

Risk-based investment portfolios, custom stocks and bonds, and alternatives available based on net worth complexity and assets under management.

We don’t charge commissions. We charge an annual investment advisory fee ranging from 0.40% to 1.50% based on service model selection, portfolio complexity and assets under management.***

Learn More

401K and 403B Advice

Personalized investment advisory services for certain accounts such as 401Ks, 403Bs, IRAs and annuities held away from our firm.

Annual investment advisory fee ranging from 0.40% to 1.50%.***

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Alternatives

Alternative value-add investment strategies in real estate available to accredited investors.*****

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Taxes

Tax planning and preparation starting at $49/month

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* 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.

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