Founded in 2011, MBR Financial provides investment management and financial planning to individuals, families, and business owners. Portfolios use mutual funds, ETFs, and individual securities, with allocations among stocks, bonds, and cash adjusted over time. Financial planning is billed separately at a fixed fee or $150-$500 per hour. Alternative investments carry underlying manager costs in addition to MBR fees, and MBR also charges performance fees to qualified clients.
Overview
- Headquarters
- Houston, TX
- Total Firm Assets
- $956 million
- Average High-Net-Worth Client Portfolio Size
- $3.8 million
- Stated Minimum Account Size
- $1,000,000
Recent Rankings
Fee Disclosure
Source: MBR 2A (2025-03-21)
· View brochure text
Latest filing: MBR 2A (2026-03-20)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.80% |
| $2,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | $10,000,000 | 0.50% |
| $10,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $40,500 | 0.81% |
| $10 million | $65,500 | 0.66% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 91.26%
- Number of High-Net-Worth Clients
- 232
- Total Client Accounts
- 1,516
- Discretionary Accounts
- 1,054
- Non-Discretionary Accounts
- 462
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 168333
- MBR 2A (2026-03-20) · View brochure text
- MBR 2A (2025-03-21) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗