Kevin Murray
Kevin Murray is a registered investment advisor at Murray Financial Services, INC, based in Chico, CA, with 32 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 142 clients with $120M 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 $150K | 1.35% |
| $150K - $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.15% |
| $750K - $1000K | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,000. Certain “Legacy Clients” are billed in accordance with a fee schedule that varies from the current fee schedule disclosed above. Fee amounts may be higher or lower for Legacy Clients than what appears herein.
Fee Estimator
Location
140 Yellowstone Drive, Chico, CA, 95973
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
Kevin sells non-variable fixed insurance products, including life, long-term care, and term insurance, dedicating minimal time to this activity. He also works full-time as an Investment Advisor Representative (IAR) with Murray Financial Services, providing investment advisory services.
Employment History
Current Registrations
Murray Financial Services, INC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Edward JonesBroker
Dean Witter Reynolds INC.Broker
State Registrations2 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.