What Will I Pay?

Flexible fees based on your specific needs

At MRB Capital Group, we understand that each individual has a different financial situation and needs. Our Flexible fee schedules are designed and tailored to support you. You are never obligated to buy one service in order to get another one. Our pricing is as transparent as possible, so you always know what you’re paying, and what you're getting for your money.

MRB Capital Group is a Fee-Only Investment Advisor Firm, meaning we do not earn commissions. The below fees are our only source of compensation. Here is a brief summary of what you can expect:

Financial Planning / Retirement Planning Fees

Financial Planning varies in scope and complexity, so quoting a fixed price for everyone isn’t possible. During the free consultation, we will review your situation and goals, estimate the time we expect to spend on your plan, and then provide a flat-fee quote for your plan. We expect the range to be $750-$3,000 for most financial plans. Plans for younger clients are more likely to be smaller in scope and lower on the pricing scale, while pre-retirees and families with complex financial situations (multiple properties, business assets, trusts, etc.) will be at the higher end.

There is no obligation to invest with us - many people prefer to manage their own investments; however, Financial Planning is included on Household level investments at MRB Capital Group valued at $250,000 or more.

Investment Management

Investment Management clients receive ongoing, active portfolio management based on your individual risk tolerances and account goals. With our Financial Planning clients, the investment management will follow the plan’s guidelines to track with your financial progress.

Our standard fee schedule is listed below and based on the market value of the assets under management at the Household level. The annual fees are negotiable and paid in arrears on a quarterly basis based on the daily average balance within each quarter. Fees listed below are based on asset tiers for actively managed growth accounts. Income-Only (passively managed) accounts are discounted from the below rates.

MRB Capital Group Annual Advisory Fee:

  • First $250,000 1.50% Annual Fee

  • Next $250,000 1.25% Annual Fee *

  • Next $500,000 1.00% Annual Fee *

  • Next $1M+ 0.50% Annual Fee *

    *Financial Planning included in Advisory Fee