Milton Murphy is a registered investment advisor at Centaurus Financial, INC., based in Centennial, CO, with 26 years of industry experience. Milton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
7385 E. Peakview Avenue, Centennial, CO, 80111
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Regulatory History
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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Milton owns a fitness testing facility called Data Driven Results LLC DBA Body Fat USA, dedicating minimal time to ownership oversight. He also owns rental property and works as a financial advisor for Arapaho Asset Management, where he spends minimal time planning and delivering educational seminars for financial advisors regarding succession planning.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Sammons Financial Network, LLCBroker
Abax Brokerage Services LLCBroker
Jackson National Life Distributors LLCBroker
Invesco
Invesco Distributors, INC.Broker
Washington Square Securities, INC.Broker
Intersecurities, INC.Broker
Pruco Securities CorporationBroker
State Registrations17 states
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.