ML&R Wealth Management LLC

Financial Advisor in Austin, TX

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Firm Info
Address: Frost Bank Tower, 401 Congress Ave. STE 1100, Austin, TX 78701, USA
Phone: (512) 275-2700

Firm Size
Assets Under Management: $1.5 billion
# of Advisors: 7
# of Clients: 1,789
Client to Advisor Ratio: 256:1
Average Account Size: $839,670
# of Offices: 2

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Ml&R Wealth Management LLC Overview

ML&R Wealth Management LLC is a fee-only Registered Investment Advisory firm that has been in business since 2000. The firm is headquartered in Austin, Texas, and specializes in providing investment advice to clients. As an accounting firm, they have extensive knowledge and expertise in managing portfolios for individuals and small businesses. ML&R Wealth Management LLC's fee-only arrangement ensures that their clients receive unbiased investment recommendations, without being influenced by commissions or other incentives. Their focus on fee-only advisory services also aligns their interests with those of their clients, ensuring that they are always working to maximize their clients' investment performance. In addition to their portfolio management services, ML&R Wealth Management LLC offers pension consulting services to help clients manage their retirement accounts. This expertise is especially valuable to small businesses, who may struggle to navigate the complex retirement plan landscape on their own. By working with ML&R Wealth Management LLC, clients can feel confident that they are investing wisely and maximizing their retirement savings potential. Overall, ML&R Wealth Management LLC is a trusted provider of investment advice and portfolio management services, with a proven track record of success since their founding in 2000. They are committed to helping clients achieve their financial goals through personalized investment strategies and expert advice.

ML&R Wealth Management LLC caters to a diverse set of clients, including individuals, high net worth individuals, charitable organizations, and other corporation types not listed. The firm prides itself on providing top-notch financial management and investment services to clients from all financial backgrounds. With no discrimination in their approach, ML&R Wealth Management LLC implements investment strategies and financial planning methodologies unique to each client's financial situation, providing tailored solutions that cater to their personalized needs. As for the fee structures, ML&R Wealth Management LLC offers clients multiple options. Depending on the service provided, one may choose a percentage of the assets under management (AUM), hourly fees, or fixed fees. Percentage of AUM fees are based on the amount of money the client has invested in a portfolio, and can vary based on the type of investment profile and the client's net worth. Hourly fees are charged for specific services, such as financial planning or investment research. Fixed fees are priced based on a predetermined agreement between the client and the firm and are charged regardless of the investment portfolio's value. Clients may select the fee structure that best suits their financial goals and investment preferences.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for ML&R Wealth Management LLC does not mention an investment minimum.

How This Office Can Help Austin, TX Residents

ML&R Wealth Management LLC is a financial services firm based in Austin, TX that specializes in providing wealth management services to clients. The firm has a team of experienced financial advisors who work closely with clients to understand their specific needs and goals. They offer a comprehensive range of services such as retirement planning, tax planning, investment management, and estate planning. Living in Austin, TX, clients may be facing various financial situations that require professional assistance. For instance, many people are struggling to save for retirement due to the high cost of living in the city. The firm's retirement planning services can help clients create a personalized plan that accounts for their unique goals and circumstances. Additionally, Austin's high property taxes and volatile real estate market can make it difficult for individuals to manage their assets. ML&R's investment management services can help clients navigate these challenges while maximizing their returns. Overall, ML&R Wealth Management LLC offers tailored solutions to help clients overcome the financial challenges of living in Austin, TX.

To view the Minimum Investment and Fee Schedule for Ml&R Wealth Management LLC, visit their Part 2 Brochure.

Services Offered by Ml&R Wealth Management LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Ml&R Wealth Management LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location Frost Bank Tower, 401 Congress Ave. STE 1100, Austin, TX 78701, USA
Phone (512) 275-2700
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Other Office Locations

Displaying 1 office locations:

  • Taylor, TX

State Registrations

Ml&R Wealth Management LLC is registered to service clients in the following states:

  • California
  • Florida
  • North Carolina
  • Texas
  • Virginia
  • Washington

Disciplinary History

Ml&R Wealth Management LLC does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023