Christine Murphy is a registered investment advisor at Circle N Advisors, LLC, based in Fishkill, NY, with 4 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 104 clients with $85M 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 | 3.00% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.50% |
Fee is negotiable on the balance above $1,000,000.
Fee Estimator
Location
1065 Main Street, Suite F, Fishkill, NY, 12524
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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
Circle N Advisors, LLC
State Registrations2 states
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