Elizabeth Wahlig is a registered investment advisor at Mra Advisory Group, based in Parsippany, NJ, with 13 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 401 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $249K | 2.00% |
| $249K - $499K | 1.50% |
| $499K - $999K | 1.35% |
| $999K - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.70% |
| $6.0M - $7.0M | 0.60% |
| $7.0M - $8.0M | 0.50% |
| $8M+ | 0.40% |
All fees are negotiable.
Fee Estimator
Location
3799 US Highway 46, Suite 100, Parsippany, NJ, 07054-1060
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Elizabeth owns Falconer & Daughters, LLC, which is not investment related, and dedicates a few hours per week. She also works as a part-time Director of Finance for Christian Churches United of Tri-State Area, spending about half her time there.
Employment History
Current Registrations
Mra Advisory Group
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Chatham Wealth Management
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.