James Murfee
James Murfee is a CFP-designated registered investment advisor at Voya Financial Advisors, INC., based in Birmingham, AL, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
Location
120 Office Park Dr Ste 100, Birmingham, AL, 35223
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2013Customer Dispute
July 2009Customer Dispute
November 2007Other Business ActivitiesSells Insurance
James is the president of Murfee-Ard Properties, LLC, a commercial building ownership company, and president/owner of Murfee Meadows, Inc., a financial services company that sells and services insurance, securities, and investment products, taking about half of James's time. He also owns Murfee-Capstone Properties, LLC, a condo rental business, dedicating minimal time, and works full-time as an independent insurance agent selling fixed insurance products.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Advantage Capital CorporationBroker
Travelers Equities Sales, INC.Broker
F & G Securities, INC.Broker
Amev Investors, INC.Broker
State Registrations19 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.