Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
3799 US Highway 46, Suite 100, Parsippany, NJ, 07054-1060
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Elizabeth owns Falconer & Daughters, LLC, which is not investment related, and dedicates a few hours per week. She also works as a part-time Director of Finance for Christian Churches United of Tri-State Area, spending about half her time there.