James Murchie is a registered investment advisor at Energy Income Partners, based in Westport, CT, with 15 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 121 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EIP manages investments for separately managed accounts (SMAs) and provides model portfolios for Unified Managed Accounts (UMAs). EIP generally receives between 0.75% and 1.00% per year for managing SMAs, and between 0.40% and 0.75% per year for providing its model portfolio to UMA platforms. These fees are based on the value of your investments. Management fees and performance-based fees are negotiable.
Location
10 Wright Street, Westport, CT, 06880-3115
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Energy Income Partners
State Registrations2 states
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