John Murphy is a registered investment advisor at Easterly Investment Partners LLC, based in New Canaan, CT, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 274 clients with $3.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
274 clients
Average Client Portfolio
$11.1M average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:$1M

Easterly's investment management fees are based on a percentage of the assets they manage. The specific fees are negotiated with each client and can be found in their investment management agreement. Fees may be paid monthly, quarterly, or annually, either directly by the client or through arrangements with custodians or financial advisors. The fee schedule is located in Appendix A.

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Location

161 Cherry Street, First Floor, New Canaan, CT, 06840

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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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Employment History
Current Registrations
Easterly Investment Partners LLC
April 2019 - Present · 7 yrs
Previous Registrations
John A. Levin & CO., INC.
May 2001 - February 2005 · 3 yrs 9 mos
State Registrations1 state
TX
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.
John Murphy - Financial Advisor | TrueAdvisor