MRB Capital Group is a fee-only financial advisory firm based in Atlanta. It provides investment services including investment selection, asset allocation, and portfolio design. MRB Capital Group actively manages client assets using mutual funds, individual stocks and bonds, and ETFs. The firm also incorporates Environmental, Social and Governance (ESG) considerations into portfolios.
Assets Under Management$3M
Clients12
Advisors1
Avg. per Client$250K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.40% |
Fees are negotiable. Fixed income only household asset value tiers have lower fees: First $250,000: 1.00%, Next $250,000: 0.75%, Next $500,000: 0.50%, Next $1,000,000+: 0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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