Gregory Murphy
Gregory Murphy is a registered investment advisor at Zacks Investment Management, INC., based in Chicago, IL, with 25 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 3,741 clients with $15B 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 $500K | 1.80% |
| $500K - $1.0M | 1.65% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $2.0M | 1.45% |
| $2.0M - $2.5M | 1.35% |
| $2.5M - $3.0M | 1.30% |
| $3.0M - $3.5M | 1.25% |
| $3.5M - $4.0M | 1.20% |
| $4.0M - $4.5M | 1.15% |
| $4.5M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.05% |
| $10M+ | 1.00% |
Fees are payable quarterly in advance. Fixed-income accounts and other strategies have alternative fee schedules.
Fee Estimator
Location
101 N. Wacker Drive, Suite 1500, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
Criminal
August 1994Employment History
Current Registrations
Zacks Investment Management, INC.
Lbmz Securities, INC.Broker
Previous Registrations
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Ifmg Securities, INC.Broker
Mfs Fund Distributors, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations52 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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