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Michael Murphy

36 Years of Experience
Fayetteville, NY
BrokerSells Insurance

Michael Murphy is a registered investment advisor at Eagle Strategies LLC, based in Fayetteville, NY, with 36 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

Eagle Strategies offers investment advice through several programs:

  • Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
  • New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
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Location

503 Clinton Street, Box 36, Fayetteville, NY, 13066

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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 ActivitiesSells Insurance

Michael is a board member of the Upstate University Hospital Foundation, dedicating minimal time. He is also appointed with outside insurance carriers and operates under the DBA Murphy Financial Group to sell New York Life products and broker non-registered insurance products.

Employment History
Current Registrations
Eagle Strategies LLC
December 2020 - Present · 5 yrs 7 mos
Nylife Securities LLCBroker
August 1989 - Present · 36 yrs 11 mos
State Registrations19 states
AZCACOCTDEFLINKYMINCNJNYOHPASCTNTXVAVT
AdvisorBrokerBoth

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.
Michael Murphy - Financial Advisor | TrueAdvisor