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Marc Murray

19 Years of Experience
Columbia, SC

Marc Murray is a registered investment advisor at Hobbs Group Advisors LLC, based in Columbia, SC, with 19 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 450 clients with $480M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
450 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$479.1M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.75%

Wealth Management fees. Fees negotiable for amounts over $10,000,000. Digital Investment Management fee is 0.85%. Traditional Investment Management fees range from 0.65% to 1.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1727 Laurel Street, Columbia, SC, 29201

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Marc is a managing director at Shandon Hill Capital, providing financial industry advisory research services since 2011. This investment-related activity takes about 10-20% of his time during trading hours.

Employment History
Current Registrations
Hobbs Group Advisors LLC
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
Daniel Advisors
May 2018 - January 2020 · 1 yr 8 mos
Wallick Investments, LLC
April 2015 - January 2018 · 2 yrs 9 mos
Fisher Investments
September 2013 - April 2015 · 1 yr 7 mos
Golden Retirement Advisors, INC.
August 2012 - June 2013 · 10 mos
Shandon Hill Capital, LLC
March 2009 - March 2011 · 2 yrs
Morgan Stanley & CO. Incorporated
April 2007 - February 2009 · 1 yr 10 mos
Morgan Stanley
May 2005 - April 2007 · 1 yr 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 2004 - May 2005 · 7 mos
State Registrations1 state
SC
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.
Marc Murray - Financial Advisor | TrueAdvisor