MRD, Inc. offers continuous investment management services on a discretionary basis. Michael DeKovner selects investments based on client objectives, typically using diversified mutual fund and exchange traded fund portfolios. MRD may also offer advice on other investments. MRD acts as a fiduciary, prioritizing client interests and disclosing any conflicts of interest. MRD does not manage accounts as part of a wrap fee program.
Assets Under Management$180M
Clients73
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Rate is negotiable at the discretion of MRD. Some accounts are under different fee arrangements honoring prior agreements. MRD may also occasionally waive advisory fees for client-directed positions held in accounts, solely at the firm’s discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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