Michael Murray
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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,460 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kinetic Investment Management charges fees for portfolio management that are negotiable and depend on the client's needs and the complexity of the situation. The final fee schedule is detailed in the Investment Advisory Contract. Fees are typically paid monthly or quarterly in advance.
Location
5273 E. Beverly Blvd, Los Angeles, CA, 91754
Get directionsHistory
Regulatory History (3)
Judgment / Lien
March 2020Judgment / Lien
August 2017Judgment / Lien
October 2011Other 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.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Financial Network Investment CorporationBroker
State Registrations1 state
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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