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Michael Murray

16 Years of Experience
3 DisclosuresSells Insurance

Michael Murray is a registered investment advisor at Kinetic Investment Management, INC., based in Los Angeles, CA, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,460 clients with $450M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,460 clients
Average Client Portfolio
$309K average
Assets Under Management
$450.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

Kinetic Investment Management offers portfolio management services, but the fees are not specified in this brochure. The fees are negotiable and outlined in the Investment Advisory Contract. Kinetic Investment Management may direct clients to internally managed strategies and/or third-party investment advisers. All fees are collected by the third-party investment advisers and are then shared with Kinetic Investment Management who receives its fee paid directly from the third-party adviser.

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Location

5273 E. Beverly Blvd, Los Angeles, CA, 91754

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History

Regulatory History (3)
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Judgment / Lien
March 2020
Judgment / Lien
August 2017
Judgment / Lien
October 2011
Other Business ActivitiesSells Insurance

Michael is the owner of Murray & Associates Insurance Services, LLC since 2012, acting as an insurance broker for various insurance products. He is also a sole proprietor insurance agent since 2020, selling life, health, and long-term care insurance, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Kinetic Investment Management, INC.
April 2023 - Present · 3 yrs
Previous Registrations
Sagepoint Financial, INC.
June 2010 - February 2023 · 12 yrs 8 mos
Sagepoint Financial, INC.Broker
June 2010 - February 2023 · 12 yrs 8 mos
Financial Network Investment CorporationBroker
September 2008 - April 2009 · 7 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.