Thomas Murphy
Thomas Murphy is a CFP-designated registered investment advisor at T.M. Murphy Investment Management, INC., based in San Diego, CA, with 30 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 143 clients with $33M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for amounts over $5 million. Various accounts (IRA, Joint, Trusts, etc.) may be combined, along with accounts of the Client’s immediate family, to obtain lowest possible fee rate.
Fee Estimator
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
T.M. Murphy Investment Management, INC.
State Registrations2 states
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