Murray Woloshin
Murray Woloshin is a CFA-designated registered investment advisor at Brookwood Investment Group, based in Phoenix, AZ, with 18 years of industry experience. Murray operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,160 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brookwood Investment Group's investment management fee is negotiable, up to 2.50% annually, depending on factors like the amount of assets managed, portfolio complexity, and client needs. Fees can be charged using a flat, linear, or tiered percentage structure. Fees are calculated as a percentage of assets under management and assessed quarterly, either in advance or in arrears, as agreed upon. Cash positions are included when calculating the fee.
Location
3930 E. Ray Road, Suite 155, Phoenix, AZ, 85044
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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
Murray is the president of Furraylogic, Ltd, a software development company, taking about half of his time. He also owns BFC Consultants, Ltd, a financial analysis and expert witness consulting firm, dedicating about 10-20% of his time. Murray is also the president and a licensed insurance producer for Protective Goals, LLC, selling health, life, and fixed annuity products, dedicating a few hours per week.
Employment History
Current Registrations
Brookwood Investment Group
Previous Registrations
Redwood Private Wealth
New Century Capital Management, LLC
New Century Capital Management, LLC
New Century Planning Associates, INC.
State Registrations2 states
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