Amanda Murphy
Amanda Murphy is a registered investment advisor at Raymond James & Associates, INC., based in Trinity, FL, with 27 years of industry experience. Amanda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B 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 | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
11300 State Road 54, Trinity, FL, 34655
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Regulatory History (1)
Customer Dispute
July 2011Other Business Activities
Amanda owns rental real estate, dedicating minimal time to it. She also serves on the advisory board and finance/investment committee for the Richey Suncoast Theater, a non-profit, spending a few hours per week on this role.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations19 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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