Watch: Our risk management approach in action
– Goals-based investing: retirement, college, major purchase
– Globally diversified portfolios
– Dedicated fiduciary financial advisor
– No commissions. Account minimum: $5,000
– Annual fee ranges from 0.40% – 1.50% based on the table below. Fee we be billed monthly in arrears in 1/12 intervals and will be pulled from your investment account.
– As an example, the annual fee for the first assets under management tier ($0 – $499K) is $15.00/per $1,000 invested.
– Charles Schwab & Co., Inc. (“CS&Co”), a registered broker-dealer and member SIPC, will provide custody, trading and support services for your account(s).
WealthBuilder Investing offers a flexible and easy to use investment platform.
Paperless Account Opening
Paperless account opening and transfers with just a few clicks
Auto Deposits and Transfers
Automate your investment savings and transfer from your external accounts
No Fees to Buy or Sell
No additional fees to buy or sell securities in your portfolio
We rebalance your portfolio at no additional cost to you
Download our Monthly Portfolio Updates
Year-to-date results as of 6/30/20*
Risk Number 30-40
Risk Number 41-50
Risk Number 51-60
Risk Number 61-70
Risk Number 71+
Risk Number 71+
**S&P 500: -4.04%, **Bloomberg Barclays Global Aggregate: 2.98%, **MSCI EAFE: -12.59%
* Year-to-date results as of 6/30/20. All Performance and Return data is shown for a hypothetical portfolio and does not represent actual portfolio performance. Performance and Return data are net of applicable fund expenses, including management fees, but the performance and return data does not include the deduction of fees charged by MRA. Past performance does not guarantee or indicate future results. See ADV Brochure for disclosures, fees, risks and other considerations. Past performance is no guarantee of future results.
** Year-to-date results as of 6/30/20. Source: YCharts.