Timothy Murphrey
Timothy Murphrey is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Sacramento, CA, with 38 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
701 Fulton Ave, Suite B, Sacramento, CA, 95825
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Timothy owns an office building, an old DBA (Hedge Murphrey and Associates), and is co-owner of Capitol Health Management, an employee benefits business. He also serves as a board member for Sacramento Life Center, is involved with Wasteknot LLC, and practices law as Tim Murphrey, Attorney at Law.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
AXA Advisors, LLCBroker
AXA Advisors, LLC
Mony Securities Corporation
Mony Securities CorporationBroker
The Mutual Life Insurance Company of New YorkBroker
State Registrations24 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.