Richard Murray is a registered investment advisor at Midwest Advisors LLC, based in Saint Louis, MO, with 10 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Real Estate Investing. Their firm serves 6 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may be reduced or waived for employees of Midwest Advisors. Some clients may also pay a performance-based fee of up to 25% of the portfolio's market return.
Fee Estimator
Location
Saint Louis, MO
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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
Midwest Advisors LLC
Previous Registrations
Midwest Advisors LLC
State Registrations1 state
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