Mbr Financial

MBR Financial, established in September 2011 and registered as an Investment Advisor in June 2013, offers financial planning, investment, and wealth management services. The firm assists individuals, families, and high net worth clients with services such as pre-retirement planning, investment allocation, and estate planning. MBR manages discretionary assets totaling $692,765,436 and non-discretionary assets of $175,400,398 as of December 31, 2024. For financial planning, MBR charges flat or hourly fees ranging from $150 to $500 per hour. Investment management fees are based on assets under management, starting at 1.00% for the first $1,000,000. The firm may recommend alternative investments with fees of 0.75% annually. Clients can terminate agreements within five business days without penalty. MBR may charge performance fees on alternative investments for qualified clients. The firm uses Morningstar and Bloomberg for analysis, with an Investment Advisory Committee and Investment Working Group overseeing strategies. MBR's investment process focuses on asset allocation, style distribution, and manager selection. The firm recommends insurance products and has a Code of Ethics to guide employee conduct. MBR has custody of client assets and offers discretionary and non-discretionary account management. The firm does not vote proxies for client securities.