Jeremy Murphy is a registered investment advisor at Munifi, LLC, based in Hermosa Beach, CA, with 1 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $20K 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 $50K | 0.40% |
| $50K - $100K | 0.30% |
| $100K - $250K | 0.25% |
| $250K - $500K | 0.20% |
| $500K+ | 0.15% |
Fees are generally negotiable.
Fee Estimator
Location
555 Pier Avenue, Suite C, Hermosa Beach, CA, 90254
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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 Activities
Jeremy is the CEO of Civic Innovations, a technology holding company, and the President of Clicktripz LLC, a travel technology company. He also serves as a Board Member at Research Solutions, a document management and analytics company.
Employment History
Current Registrations
Munifi, LLC
State Registrations1 state
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