Dalton Lee Chandler

Mra Advisory Group

29 Years of Experience

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Firm Information

Mra Advisory Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

8 advisors

Number of Clients

401 clients

Average Client Portfolio

$732K average

Assets Under Management

$293.6M

Fee Structure

Minimum Investment:$50K

Financial Plan Fee:$69 - $92

MRA charges fees for financial planning subscription services ($69/month for Core, $92/month for Plus). Wealth management fees are negotiable, up to 2.00% annually based on assets under management. Tax preparation starts at $600/year. Estate planning document preparation starts at $475. Biblically Responsible Investing has a 0.45% annual fee. MRA also earns 0.05% on client deposits in MRA High Yield Cash accounts. A $50,000 minimum is required to open an investment account, but this is negotiable.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness Owners

Advisor Information

Office location

14 Walsh Drive, Suite 302, Parsippany, NJ, 07054

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Regulatory History

Clean regulatory record

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.