WealthBuilder is a digital investing and planning solution based on your unique financial needs.
Book a complimentaty second opinion conversation with one of our AdvisorsSchedule a Demo
(Call Length: 30 minutes)
– No account minimums
– No commissions
– Annual Fee: 0.65%
Fees based on account balance (billed quarterly based on assets under management in arrears)
EASY TO UNDERSTAND PERSONALIZED FINANCIAL ADVICE
Find out how much you can invest towards your goals, your recommended portfolio mix, and more
GLOBALLY DIVERSIFIED PORTFOLIOS
Investment portfolios chosen to maximize your potential return at various levels of risk across domestic and international markets
VARIED INVESTMENT THEMES
Traditional Asset allocation, Socially Responsible Investing, Smart Beta and Target Income strategies
GOALS BASED INVESTING
Retirement, College, Major Purchase
FREE FINANCIAL PLANNING TOOL
Sync external accounts to get a clear view of your money, and plan for your financial future
Access to professional investment advice by an Account Manager along the way
Wondering how to manage your retirement accounts?
In today’s markets, being passive with your retirement savings is no longer an option.GET STARTED
Personalized investment advisory services for certain accounts such as 401ks, 403bs, IRAs and annuities held away from our firm. With RetirementBuilder, we can help you manage your retirement accounts no matter where they are held using our multi-custodian trading platform.
MULTI-CUSTODIAN TRADING PLATFORM
With our trading platform, we are able to access on your behalf your held away accounts. The technology enables our Wealth Advisors to trade, rebalance or reallocate your investments based on your financial goals, risk profile and time horizon.
TRANSPARENT FEE STRUCTURE
We don’t charge commissions. The fee for RetirementBuilder is consistent with MRA’s Private Wealth Advice Program in which clients pay an annual investment advisory fee ranging from 0.40% to 1.50% based on assets under management.
No long-term commitments. Start or cancel the service at any time.
Upgrade. Get more than investment advice!
Private Wealth AdviceLEARN MORE
Subscriptions based fee starting at $49/month
DEDICATED WEALTH ADVISOR
From the simplistic to the highly complex financial situations, MRA Advisory Group (MRA) offers customized subscriptions services for financial planning and/or tax advice for an additional fee
Advice on life events: retirement planning, retirement income, large purchases, college, estate planning, tax strategies, stock options, insurance planning
ADVICE ON THE WHOLE PICTURE
Get advice on outside investments such as 401ks, 403bs, stocks, stock options, and alternative investments
TAX PREPARATION AND PLANNING
Personal and/or business tax preparation and planning by in-house CPA*
* Services offered by afilliated MRA Tax Services, LLC.
Download our Mobile App
WealthBuilder Investing offfers flexible and easy to use platform
PAPERLESS ACCOUNT OPENING
Paperless account opening and transfers with just a few clicks.
AUTO DEPOSIT AND TRANSFERS
Automate your investment savings and transfers from external accounts
NO FEES TO BUY OR SELL
No additional fees to buy or sell securities in your portfolios
We rebalance your portfolio quarterly at no additional cost to youView ADV Brochure for additional Information