Susan Sylvest is a registered investment advisor at Murphy & Sylvest, based in Dallas, TX, with 20 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 415 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable depending upon the needs of the client, complexity of the situation and the third-party manager if applicable. In general, fees may reduce as the aggregate assets under management increase.
Fee Estimator
Location
13760 Noel Road, Suite 300, Dallas, TX, 75240
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2002Employment History
Current Registrations
Murphy & Sylvest
Previous Registrations
MML Investors Services, LLC
Annandale Capital, LLC
Fisher Investments,inc.
State Registrations2 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.