Sean Murphy
Sean Murphy is a registered investment advisor at Primerica Advisors, based in Overland Park, KS, with 37 years of industry experience. Sean 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
7500 College Blvd, Suite 500-Office 567 Ste A, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2004Customer Dispute
June 2003Other Business Activities
Sean sells investment-related products for companies affiliated with PFS Investments Inc. He also owns Titan Sales since 2004 and King's Legacy, Inc. since 2003, a legal entity formed solely for Primerica business, taking nearly full-time hours. Sean is also a consultant for LT3 Innovations Inc., dedicating minimal time.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments 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.
Exams
More Advisors
- Christian RaganPrimerica Advisors
- Jeremy MctaggartPrimerica Advisors
- Michael Diederich, CFPUmb Private Wealth Management, LLC
- Christopher Ratigan, CFPTwo West Capital Advisors LLC
- Halle Holmes, CFPCreative Planning
- Mitchell Fisher, CFPCreative Planning