Kim Murphy is a registered investment advisor at Edward Jones, based in Santa Rosa, CA, with 24 years of industry experience. Kim is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
3510 Unocal Place, Suite 115, Santa Rosa, CA, 95403
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2022Other Business Activities
Kim is the trustee of her own revocable trust and previously owned a construction consulting business that is being shut down. She also owns a ranch with a billboard managed by Russian River Realty and occasionally rents property to ranch hands.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations23 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
More Advisors
- William Glascock, CFPEdward Jones
- Mark Dunn, CFP, ChFCEdward Jones
- Justin Pigeon, CFPEdward Jones
- Matthew Walls, CFPEdward Jones
- Holly Garretson, CFPEdward Jones
- Timothy HansonEdward Jones