Patrick Murphy is a CFP-designated registered investment advisor at Simon Quick Advisors, LLC, based in Morristown, NJ, with 16 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 1,042 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simon Quick Advisors charges an annual fee based on a percentage of your portfolio or a fixed fee, with a minimum annual fee of $20,000. Fees are negotiated based on the value of assets, account complexity, and other factors. Investment advisory fees are calculated based on the average daily balance and billed quarterly in arrears. Note that third-party independent managers or underlying private investment funds may charge separate, additional management fees and performance fees.
Location
360 Mt. Kemble Ave, Morristown, NJ, 07960
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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 →Employment History
Current Registrations
Simon Quick Advisors, LLC
Previous Registrations
Bessemer Investor Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ust Securities CORP.Broker
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
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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