JM
JM
Joi Murphy
27 Years of Experience
Houston, TX
1 Disclosure
Joi Murphy is a registered investment advisor at Managed Financial Services CORP INC, based in Houston, TX, with 27 years of industry experience. Joi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 358 clients with $57M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
358 clients
Average Client Portfolio
$158K average
Assets Under Management
$56.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.15% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.65% |
All fees are subject to negotiation. Different fee schedule applies to ERISA plans.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
10330 Lake Road, Suite U, Houston, TX, 77070
Get directionsHistory
Regulatory History (1)
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Criminal
September 2002Final Disposition
Employment History
Current Registrations
Managed Financial Services CORP INC
December 1999 - Present · 26 yrs 5 mos
Previous Registrations
Managed Financial Broker Services, L.L.C.Broker
October 2002 - March 2010 · 7 yrs 5 mos
Securities Service Network, INC.Broker
September 1999 - December 2002 · 3 yrs 3 mos
A I M Distributors, INC.Broker
October 1998 - May 1999 · 7 mos
Fiserv Investor Services, INC.Broker
July 1998 - September 1998 · 2 mos
State Registrations1 state
TX
Advisor
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Exams
No exam information available for this advisor.