Daniel Murray is a registered investment advisor at Mirador Capital Partners, based in Larkspur, CA, with 13 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 641 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mirador Capital Partners charges a percentage of your portfolio for comprehensive portfolio management, not to exceed 2.00% annually. The exact fee is negotiable and detailed in your advisory agreement. Fees are billed quarterly in advance. Performance-based fees may be charged to certain qualified clients, up to 25% of net profits exceeding a 6% annualized return.
Location
80 E. Sir Francis Drake Blvd., Suite 4H, Larkspur, CA, 94939
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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
Mirador Capital Partners
Previous Registrations
Sanctuary Wealth Advisors LLC
Morgan Stanley
State Registrations3 states
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