Rhonda Murray
Rhonda Murray is a registered investment advisor at Murray Financial Advisors LLC, based in North Chelmsford, MA, with 23 years of industry experience. Rhonda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 52 clients with $50M 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 | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fee Estimator
Location
North Chelmsford, MA
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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
Murray Financial Advisors LLC
State Registrations1 state
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