Rebecca Murdoch
Rebecca Murdoch is a CFP-designated registered investment advisor at Money Concepts Advisory Service, based in Russellville, AR, with 20 years of industry experience. Rebecca is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B 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 $1.0M | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.
Fee Estimator
Location
215 S Arkansas Suite 19, Russellville, AR, 72801-5008
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rebecca is the owner of Cardinal Investment Group, a financial services firm offering CFP services and insurance products (life, variable, health). She is also the Owner/CCO of Veritas Independent Partners LLC and a Managing Member of Tartan Properties, LLC, a rental property.
Employment History
Current Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Previous Registrations
TrutoroBroker
Trutoro
St. Bernard Financial Services, INC.Broker
St. Bernard Financial Services, INC.
Investors Capital Advisory
Investors Capital CORP.Broker
Apple Tree Investments, INC.Broker
First Allied Securities, INC.Broker
State Registrations4 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.
Exams
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