Terence Murphy
Terence Murphy is a registered investment advisor at Black Dog Financial LTD., based in Austin, TX, with 22 years of industry experience. Terence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 96 clients with $11M 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 - $3.0M | 0.75% |
| $3M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Austin, TX
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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
Terence is self-employed in Austin, TX, offering insurance products and services as a licensed insurance agent since 2003. He spends minimal time on this business activity.
Employment History
Current Registrations
Black Dog Financial LTD.
Previous Registrations
LPL Financial LLC
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
Morgan Stanley
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.