PM
CFA
PM
CFA

Paul Murphy

16 Years of Experience
Naples, FL

Paul Murphy is a CFA-designated registered investment advisor at Front Edge Capital Management, LLC, based in Naples, FL, with 16 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $89M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
12 clients
Average Client Portfolio
$7.4M average
Assets Under Management
$88.5M

Fee Structure

Investment management only (planning not offered)

Front Edge Capital Management's investment advisory fees range from 0.4% to 1.25% annually, based on factors like the complexity of services, the level of assets managed, and the overall relationship. Fees are paid monthly, in advance, based on the market value of assets at the end of the prior month. The fees may be negotiable at the Advisor's discretion.

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Location

Naples, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Front Edge Capital Management, LLC
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Foreside Fund Services, LLCBroker
June 2019 - October 2019 · 4 mos
Quasar Distributors, LLCBroker
July 2013 - June 2019 · 5 yrs 11 mos
Credit Suisse First Boston
August 2002 - April 2005 · 2 yrs 8 mos
Credit Suisse First Boston LLCBroker
February 2002 - April 2005 · 3 yrs 2 mos
Holt Brokerage Services LLCBroker
September 2001 - February 2002 · 5 mos
Insearch Associates, INC.Broker
September 1999 - December 1999 · 3 mos
State Registrations3 states
FLILOH
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.
Paul Murphy - Financial Advisor | TrueAdvisor