Noel Murphy is a registered investment advisor at Sonoma West Advisors, based in Santa Rosa, CA, with 15 years of industry experience. Noel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 60 clients with $270M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Clients with assets in excess of $20 million are charged 0.25% per year excluding cash equivalent balances. Fees may be negotiable.
Fee Estimator
Location
Santa Rosa, 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
Sonoma West Advisors
Previous Registrations
Private Consulting Group, INC.
State Registrations1 state
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