Paul Murphy
Paul Murphy is a CFA, CFP-designated registered investment advisor at Wealth Quarterback LLC, based in Toms River, NJ, with 13 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,038 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Quarterback's annual investment management fee ranges from 1.00% to 1.75% of the value of your investments. This includes a base fee of 1% to 1.25%, plus an additional fee for the specific investment strategy used. Clients using the Tactical Managed Strategy pay an extra 0.50%, not exceeding 1.75% total. Fees are negotiable. Cash positions are included when calculating the fee. WQL may also direct clients to third-party investment advisors, and WQL will be compensated via a fee share from those advisors.
Location
1400 Hooper Ave, Toms River, NJ, 08753
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Regulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is an insurance agent with Jalinski Advisory Group since 2015, selling life, long-term care, and disability insurance. He also has a fee-based advisory business called The Wealth Quarterback and spends a few hours per week on life and disability insurance sales.
Employment History
Current Registrations
Wealth Quarterback LLC
Previous Registrations
American Portfolios Financial Services, INC.Broker
J.W. Cole Financial, INC.Broker
Princor Financial Services CorporationBroker
Nylife Securities LLCBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.