Partner with MRA Advisory Group
Payout Rate: 100%. First three months FREE. Then pay an affordable monthly association fee based on your AUM.
- Looking for quantum growth for your advisory business?
- Overwhelmed by back-office paperwork?
- Want real ownership of your business without broker-dealer/non-compete constraints?
- Working on your succession plan and transition to retirement?
Experienced
Most of our advisors have over 20 years of professional experience
Independent and fiduciary
Heavily invested in client service and operational improvements
Family office “feel” for your clients and you
Subcription Benefits
Payout rate: 100%. First three months FREE. We offer association via a subscription service. Pay an affordable monthly fee based on your AUM. Nothing else!
RELENTLESS FOCUS ON BEST-IN-CLASS CLIENT SERVICE AND MARKETING
- Practice management capabilities from client acquisition, onboarding, servicing and marketing
- The combination of stellar client service and purposeful marketing drive client satisfaction and client acquisition
- Our structured high-touch service model helps our advisors develop meaningful relationship with our clients
- Our multiapproach marketing strategy using a combination of client centric events, referral harvesting, educational seminars, webinars, social media, blogs have been key to our associated advisors’ growth
GET PAID ON HELD-AWAY ASSETS
- With RetirementBuilder, our fee-based trading platform, you’ll have trading access your clients’ held away accounts suchs as IRAs, 401Ks, 403Bs.
- To ACAT or to not ACAT? The technology behind our trading platform enables our Wealth Advisors to trade, rebalance or reallocate your clients’ investments based on their financial goals, risk profile and time horizon. As such, you can manage your clients’ assets in held-away accounts or at one of our custodians.
- 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.
ENHANCE YOUR SERVICE OFFERING
MRA Advisory Group offers flexible subscription-based advisory services for to its clients ranging from:
- Subscription-based financial planning
- Model Portfolios
- Custom Equity/Bond portfolios
- Private Equity
- Personal Tax services
- Estate Planning Documents Preparation
- Business services through the Smallbizexecs. Visit smallbizexecs.com to learn more. Services offered: Business Taxes, Tax Planning, Business Retirement Plans, Insurance for Employees, Insurance for Employers, Business Loans, Tax Resolution, Part-time CFO, Business Compliance, Payroll and HR, Bookkeeping, Advisory Board
- Insurance
- Charitable Giving
DIGITAL FINANCIAL PLANNING TOOLS
- Branded financial planning portal
- Mobile App
- Data aggregation for all internal and external client accounts
- Net worth, cash flow, insurance, budgeting and estate planning tools
AUTOMATED BACK OFFICE
- Digital ACATs and ACHs which can be managed by you or the client with a few clicks
- Flexible account billing
- Paperless statements and tax reports
- Performance reporting
- Online meeting scheduler
- Streamlined screen sharing and video calls software
- Integrated CRM, marketing, business analytics, planning, compliance and investment platform
MODEL PORTFOLIOS DESIGNED TO MEET YOUR CLIENTS’ INVESTMENT NEEDS
- Automated risk profile questionnaire enables you and your clients to select a portfolio based on their investment needs
- Automatic portfolio rebalancing
- Powerful tax harvesting tools
- Fractional shares
Let’s talk.
What our clients say about us.
*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.
Onboarding Process
01
Discovery and Due Diligence
02
Build Transition Roadmap
