JM
CFA
JM
CFA

John Murphy

12 Years of Experience
Eden Prairie, MN

John Murphy is a CFA-designated registered investment advisor at Murphy Pohlad Asset Management LLC, based in Eden Prairie, MN, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 113 clients with $640M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
113 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$639.7M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.90%
$5M+0.70%

Fees may be higher or lower than the basic fee schedule based on various factors. Negotiated fixed fee arrangements have been entered into with a few clients in the past.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7480 Flying Cloud Drive, Suite 120, Eden Prairie, MN, 55344

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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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Employment History
Current Registrations
Murphy Pohlad Asset Management LLC
January 2014 - Present · 12 yrs 3 mos
State Registrations1 state
MN
Advisor

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.
John Murphy - Financial Advisor | TrueAdvisor