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Daniel Murphy

Hbw Advisory Services LLC
31 Years of Experience
Elmhurst, IL
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Daniel Murphy is a registered investment advisor at Hbw Advisory Services LLC, based in Elmhurst, IL, with 31 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 13,864 clients with $1.7B in assets under management.

Hbw Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
13,864 clients
Average Client Portfolio
$126K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee is based on a percentage of assets under management, not to exceed 2.00%. Actual fees vary based on portfolio size, complexity, and the representative managing the account. Online portfolio management platform fees will not exceed 1.50%.

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

Elmhurst, IL

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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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Other Business Activities

Daniel is an investment advisor representative at Winfield Wealth Advisors, LLC, focusing on asset and wealth management. This activity is investment-related.

Employment History
Current Registrations
Hbw Advisory Services LLC
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
December 2016 - April 2017 · 4 mos
Foreside Funds Distributors LLCBroker
January 2007 - August 2015 · 8 yrs 7 mos
Aston Funds Distributors, INC.Broker
September 2001 - December 2006 · 5 yrs 3 mos
Talbot Financial Services, INC.Broker
June 1999 - May 2001 · 1 yr 11 mos
Safeco Investment Services, INC.Broker
January 1999 - June 1999 · 5 mos
American United Life Insurance CompanyBroker
May 1997 - August 1998 · 1 yr 3 mos
Adp Broker-Dealer, INC.Broker
October 1995 - March 1997 · 1 yr 5 mos
State Street Research Investment Services, INC.Broker
September 1992 - July 1994 · 1 yr 10 mos
Putnam Financial Services, INC.Broker
April 1991 - September 1992 · 1 yr 5 mos
State Registrations2 states
ILTX
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.
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