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Sean Murphy

30 Years of Experience
Sacramento, CA
1 DisclosureBroker

Sean Murphy is a registered investment advisor at Ameriprise Financial Services, LLC, based in Sacramento, CA, with 30 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

1451 River Park Dr, Ste 286, Sacramento, CA, 95815

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History

Regulatory History (1)
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Criminal
June 1991
Final Disposition
Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 1997 - Present · 28 yrs 5 mos
Ameriprise Financial Services, LLC
September 1995 - Present · 30 yrs 8 mos
Ameriprise Financial Services, LLCBroker
September 1995 - Present · 30 yrs 8 mos
State Registrations3 states
CAIDTX
AdvisorBrokerBoth

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.
Sean Murphy - Financial Advisor | TrueAdvisor