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Dariel Murray

26 Years of Experience
Mobile, AL
Broker

Dariel Murray is a registered investment advisor at Wilkins Miller Wealth Management, LLC, based in Mobile, AL, with 26 years of industry experience. Dariel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 350 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
350 clients
Average Client Portfolio
$629K average
Assets Under Management
$220.1M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.5M1.25%
$2.5M - $5.0M1.00%
$5M+0.75%

Fees are negotiable. WM Wealth Management aggregates or households all of your managed accounts together to determine your quarterly fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

41 West Interstate 65, Service Road North, Suite 400, Mobile, AL, 36608

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Dariel works full-time as a wealth management associate at Wilkins Miller Wealth Mgt, LLC since 2015, focusing on account administration, customer service, and documentation. Dariel also works full-time as a registered assistant at Purshe Kaplan Sterling Investments since 2013.

Employment History
Current Registrations
Wilkins Miller Wealth Management, LLC
February 2025 - Present · 1 yr 2 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2013 - Present · 13 yrs 3 mos
Previous Registrations
1st Global Advisors INC
January 2009 - December 2012 · 3 yrs 11 mos
1st Global Capital CORP.Broker
January 2009 - December 2012 · 3 yrs 11 mos
UBS Financial Services INC.
August 2007 - December 2008 · 1 yr 4 mos
UBS Financial Services INC.Broker
March 2007 - December 2008 · 1 yr 9 mos
Farmers Financial Solutions, LLCBroker
September 2005 - January 2007 · 1 yr 4 mos
Compass Brokerage, INC.Broker
September 1998 - October 2003 · 5 yrs 1 mo
American Express Financial Advisors INC.Broker
June 1997 - April 1998 · 10 mos
Ids Life Insurance CompanyBroker
June 1997 - April 1998 · 10 mos
State Registrations1 state
AL
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.
Dariel Murray - Financial Advisor | TrueAdvisor