Daniel Murphy
Daniel Murphy is a CFP-designated registered investment advisor at Murphy Wealth Management Group, based in Fishkill, NY, with 39 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 384 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $700K | 1.25% |
| $700K - $1.2M | 1.10% |
| $1.2M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees charged on assets less than $500,000 will be assessed at a fee higher than 1.25% but will not exceed 2.00%. Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
60 Merritt Blvd., Suite 106, Fishkill, NY, 12524
Get directionsHistory
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
Daniel is affiliated with CFK Life Plans, an insurance agency, and Murphy Wealth Management Group, where he provides investment advisory services, dedicating full-time hours. He also owns rental real estate and provides notary services.
Employment History
Current Registrations
Murphy Wealth Management Group
LPL Financial LLCBroker
Previous Registrations
Murphy Wealth Management Group
LPL Financial LLC
Nathan & Lewis Securities, INC.Broker
Jonathan Alan & CO., INC.Broker
State Registrations30 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.