Thomas Murphy
Thomas Murphy is a CFP, ChFC-designated registered investment advisor at Murphy & Sylvest, based in Dallas, TX, with 30 years of industry experience. Thomas 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.
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 and generally decrease as assets increase. Fees are paid quarterly in arrears.
Fee Estimator
Location
13760 Noel Road, Suite 300, Dallas, TX, 75240
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2013Other Business ActivitiesSells Insurance
Thomas is a life and health insurance agent since 1987. This activity requires a few hours per week, including during SEC trading hours.
Employment History
Current Registrations
Murphy & Sylvest
Previous Registrations
MML Investors Services, LLC
Hfg Advisors, L.L.C.
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.
Exams
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