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
14 Walsh Drive, Suite 302, Parsippany, NJ, 07054
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.
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Alison is a CPA and owner of CoganWorks, providing tax preparation services, dedicating about a quarter of her time. She also holds treasurer positions for several non-profit organizations and is a member of the Parsippany-Troy Hills Board of Education.