Joseph Murphy
Joseph Murphy is a registered investment advisor at Mwm Advisory Group, LLC, based in Valparaiso, IN, with 10 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 226 clients with $39M 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 $300K | 1.25% |
| $300K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiable for certain clients, and long-term or legacy clients may have different fee schedules.
Fee Estimator
Location
332 W. Us Hwy 30, Suite B, Valparaiso, IN, 46385
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
Joseph is the CEO of Heartpuppet dba Murphy Wealth Management, an insurance agency, acting as an insurance producer/agent of life, health, and annuity policies, dedicating a few hours per week to this role. He is also an independent licensed insurance agent since 2006, selling life, health, and annuity products.
Employment History
Current Registrations
Mwm Advisory Group, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Oneamerica Securities, INC.Broker
Il Securities, INC.Broker
Nylife Securities INC.Broker
State Registrations2 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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