Wondering how to manage your retirement accounts?
In today’s markets, being passive with your retirement savings is no longer an option.GET STARTED
Personalized investment advisory services for certain accounts such as 401ks, 403bs, IRAs and annuities held away from our firm. With RetirementBuilder, we can help you manage your retirement accounts no matter where they are held using our multi-custodian trading platform.
MULTI-CUSTODIAN TRADING PLATFORM
With our trading platform, we can access your held away accounts on your behalf. The technology behind our trading platform enables our Wealth Advisors to trade, rebalance or reallocate your investments based on your financial goals, risk profile and time horizon.
TRANSPARENT FEE STRUCTURE
We don’t charge commissions. The fee for RetirementBuilder is consistent with MRA’s Private Wealth Advice Program in which clients pay an annual investment advisory fee ranging from 0.40% to 1.50% based on assets under management.
No long-term commitments. Start or cancel the service at any time.
How it works
Speak with one of our Wealth Advisors to review your current retirement accounts and to build an Investment Policy Statement* based on your unique investment profile, objectives, risk tolerance and time horizon.
Sign up for RetirementBuilder and connect your accounts to our multi-custodian trading platform.
Your are all set! Our team will begin managing your retirement account(s) based on your agreed upon Investment Policy Statement. Working one-on-one with one of our Wealth Advisors, you will receive quarterly portfolio updates and/or reviews. Portfolio updates and/or reviews may be also processed as needed based on market conditions.