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 TALKFree 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 More401K 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%.***
Learn MoreAlternatives
Alternative value-add investment strategies in real estate available to accredited investors.*****
Learn More
* 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.
