MH
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Murray Hornsby

12 Years of Experience
Freeport, FL

Murray Hornsby is a registered investment advisor at Hornsby Asset Management, LLC, based in Freeport, FL, with 12 years of industry experience. Murray operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 93 clients with $9.6M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
93 clients
Average Client Portfolio
$103K average
Assets Under Management
$9.6M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Hornsby Asset Management charges an annual management fee based on the types of investments in your portfolio, payable quarterly in advance.

  • Mutual funds, stocks, ETFs, and fixed income securities: 1.50% per year
  • Accounts that buy or sell options: 1.75% per year
  • Variable annuities or variable life insurance acquired prior to Hornsby's involvement: 1.16% per year
  • Variable annuities or variable life insurance researched and acquired by Hornsby: 1.16% per year

These fees may be negotiable in unusual circumstances, at Hornsby's discretion.

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Location

Freeport, FL

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Murray holds a Florida life and annuity insurance license but has not sold insurance since 2014. He and his wife formed Destin Classic Car Rentals, LLC, where Murray is an associated person, but he does not anticipate spending any time on this business as his wife will operate it.

Employment History
Current Registrations
Hornsby Asset Management, LLC
February 2014 - Present · 12 yrs 3 mos
Previous Registrations
Allstate Financial Advisors, LLC
May 2013 - January 2014 · 8 mos
Commonwealth Financial Network
September 2002 - November 2002 · 2 mos
State Registrations2 states
FLGA
Advisor

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.

Exams
No exam information available for this advisor.