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CFP

Brad Mcmurray

Focus Financial
35 Years of Experience
Minneapolis, MN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Brad Mcmurray is a CFP-designated registered investment advisor at Focus Financial, based in Minneapolis, MN, with 35 years of industry experience. Brad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 13,684 clients with $6.8B in assets under management.

Focus Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
13,684 clients
Average Client Portfolio
$499K average
Assets Under Management
$6.8B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Advisors may use flat fee percentages, fixed dollar fees, linear schedules, or tiered schedules. Fees are negotiable and depend on the account size, complexity, and investment types. Maximum stated rate for general tiers is typically up to 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1000Shelard Parkway, Suite 300, Minneapolis, MN, 55426

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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 ActivitiesSells Insurance

Brad works as an insurance agent selling and servicing fixed insurance products, and as an investment advisor representative providing financial planning and investment management. He dedicates minimal time to insurance sales and nearly full-time hours to his investment advisor role.

Employment History
Current Registrations
Focus Financial
October 2009 - Present · 17 yrs
Osaic Wealth, INC.Broker
January 1997 - Present · 29 yrs 9 mos
Previous Registrations
Royal Alliance Associates, INC.
January 2014 - December 2020 · 6 yrs 11 mos
Focus Financial Network, INC.
September 2005 - December 2008 · 3 yrs 3 mos
American Express Financial Advisors INC.Broker
September 1991 - January 1997 · 5 yrs 4 mos
Ids Life Insurance CompanyBroker
September 1991 - January 1997 · 5 yrs 4 mos
State Registrations23 states
ALAZCACOCTFLILINKSMAMIMNMONDNVNYPASDTNTXVAWAWI
AdvisorBrokerBoth

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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