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Whether you are an early or late bloomer, you can count on MRA as a financial partner that is fully committed towards helping you reach your financial goals.

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Testimonials were provided by current clients at the time of their respective testimonials. The client was not compensated, nor are there material conflicts of interest that would affect the given statement.  The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance, success or similar services. The client testimonials presented were chosen by the firm, other clients may have different experiences.

Flexible subscription services for all life stages

working together

Financial Planning + MRA Wealth Management

Annual Fee Range 0.40% – 2.00% ($92/month minimum) 

Subscription includes:

  • Dedicated Financial Advisor. Most of our advisors have at least 20 years of industry experience.
  • Goal planning and tracking, including personal strategies to help clients achieve their financial goals
  • Budgeting support
  • Asset allocation / portfolio construction advice for all of your investments
  • Investment policy statement and full access to MRA Investment Committee’s portfolio holdings
  • 401k / 403B investment advice and trading through RetirementBuilder service
  • Insurance planning: life, disability, long-term care, auto, home and/or business
  • Estate planning guidance
  • Tax strategy and planning
    • Number of meetings/check-ins per year: typically from TWO to FOUR (based on your situation).

MRA Wealth Management

Annual Fee Range 0.40% – 2.00% ($5,000 min. account size) 

Subscription includes:

  • Investment Advisory Services provided for an annual fee based on the total assets in the accounts under management and case complexity. Case complexity is determined by a combination of meetings per year, number of goals and net worth structure. Service includes:

    • Dedicated Financial Advisor
    • Asset allocation / portfolio construction advice for investments under management by MRA
    • Investment policy statement and full access to MRA Investment Committee’s portfolio holdings
    • 401k / 403B investment advice and trading through RetirementBuilder service
    • Number of meetings/check-ins per year: typically from TWO to FOUR (based on your situation).

– Case complexity is determined by a combination of meetings per year, number of goals and net worth structure.

* See ADV Brochure for additional details.

** Scope of Service: MRA will conduct a client interview to gather data that will be forwarded to HELIOS INTEGRATED PLANNING (“HIP”). HIP will then prepare the estate planning documents strictly using the data gathered by MRA.

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