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Susan Sylvest

Murphy & Sylvest
21 Years of Experience
Dallas, TX
1 Disclosure
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Susan Sylvest is a registered investment advisor at Murphy & Sylvest, based in Dallas, TX, with 21 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, Insurance Planning, and 3 more. Their firm serves 428 clients with $430M in assets under management.

Murphy & Sylvest
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
428 clients
Average Client Portfolio
$995K average
Assets Under Management
$425.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees are negotiable depending upon the needs of the client and generally decrease as assets increase. Fees are paid quarterly in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

13760 Noel Road, Suite 300, Dallas, TX, 75240

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2002
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Murphy & Sylvest
January 2013 - Present · 13 yrs 9 mos
Previous Registrations
MML Investors Services, LLC
January 2007 - January 2013 · 6 yrs
Annandale Capital, LLC
February 2006 - January 2007 · 11 mos
Fisher Investments,inc.
April 2002 - January 2003 · 9 mos
State Registrations2 states
LATX
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.
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