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Palmer Murray

26 Years of Experience
Beverly Hills, CA
1 DisclosureMay Earn Commission

Palmer Murray is a registered investment advisor at Hightower Advisors, LLC, based in Beverly Hills, CA, with 26 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1028 advisors
Number of Clients
56,418 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$164.8B

Fee Structure

Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.

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Location

9777 Wilshire Blvd Suite 90212, Beverly Hills, CA, 90212

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2008
Settled
Other Business Activities

Palmer is a board member and vice chair at Marlborough School, a private girls' school, since 2003. Palmer spends minimal time per week on this activity.

Employment History
Current Registrations
Hightower Advisors, LLC
July 2019 - Present · 7 yrs
Previous Registrations
Lourdmurray
October 2012 - August 2019 · 6 yrs 10 mos
Morgan Stanley
June 2009 - October 2012 · 3 yrs 4 mos
Morgan Stanley & CO. Incorporated
May 1999 - June 2009 · 10 yrs 1 mo
State Registrations1 state
CA
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.
Palmer Murray - Financial Advisor | TrueAdvisor