Jane Murphy is a registered investment advisor at Tandem Wealth Advisors, based in Phoenix, AZ, with 3 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 292 clients with $220M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
In select instances, given fact circumstances, fees may be reduced.
Fee Estimator
Location
1850 N. Central Avenue, Suite 330, Phoenix, AZ, 85004
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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 Activities
Jane is a 50% owner of Acceleration Retirement LLC, where she does lead generation and consulting, dedicating about half her time. She also owns rental property in Northern California, spending minimal time on it, and is an employee of Stable Two (RIA).
Employment History
Current Registrations
Tandem Wealth Advisors
State Registrations1 state
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