Joe Murray
Joe Murray is a registered investment advisor at Cl Wealth Management LLC, based in Eureka Springs, AR, with 34 years of industry experience. Joe is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,168 clients with $730M 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 $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Location
Eureka Springs, AR
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joe is a proprietor of Eureka Designs, providing resort services, and an agent for Dennis Murray, selling fixed life insurance and annuities. He also operates as a financial advisor under Neighborhood Financial Solutions. The insurance sales and financial advisor roles each take about a quarter of Joe's time, while Eureka Designs takes a few hours per week.
Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
Cl Wealth Management LLC
Previous Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Ifs Advisory, LLC
Ifs SecuritiesBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 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.