Guy Murray is a registered investment advisor at Primerica Advisors, based in Tequesta, FL, with 30 years of industry experience. Guy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B 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 $250K | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
Fee Estimator
Location
222 Us Highway One, Suite 209, Tequesta, FL, 33469
Get directionsHistory
Regulatory History (1)
Financial
July 2020Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
PFS Investments INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Quattro M Securities INC.Broker
Barclays Capital INC.Broker
Lehman Special Securities INC.Broker
Lehman Government Securities INC.Broker
Lehman Brothers INC.Broker
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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