MRA Advisory Group provides a wide array of financial services, including wealth management, comprehensive financial planning, tax preparation, estate planning guidance, and insurance solutions. Founded in 2017, MRA Advisory Group tailors its approach to meet the unique goals of individual clients and business owners. The firm offers subscription-based financial planning services via a mobile app, alongside personalized asset management programs such as WealthBuilder and RetirementBuilder for accounts held elsewhere. For clients seeking values-aligned investing, MRA Advisory Group provides Biblically Responsible Investing portfolios. MRA Advisory Group utilizes multiple custodians, including Charles Schwab, Raymond James, and Altruist, to custody client assets and execute trades. The firm emphasizes holistic advice, integrating investment strategy with tax, insurance, and estate planning considerations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $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. Biblically Responsible Investing portfolios are charged at a flat rate of 0.45% annually.