Lori Murphy
Lori Murphy is a CFP-designated registered investment advisor at Albanyadvisor Group LLC, based in Albany, NY, with 19 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 412 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AlbanyAdvisor Group's investment management fee ranges from 0.50% to 1.50% annually, based on the amount of assets managed, the complexity of the services, and the overall client relationship. The fee is calculated based on the market value of your investments at the end of each quarter and is deducted from your account. Fees may be negotiable.
Location
20 Corporate Woods Blvd.., Suite 400, Albany, NY, 12211-2396
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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
Lori is an insurance agent selling fixed life insurance and annuity contracts through PKS Financial since 2006, and sells fixed insurance products through Wealth Advisory Group, LLC since 2022. She also owns AAG Insurance Services LLC, which handles insurance commissions, and is a general partner in AAG Business Management, LLC, which leases office space and handles employment for a sales assistant, taking minimal time.
Employment History
Current Registrations
Albanyadvisor Group LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Pks Advisory Services, LLC
State Registrations5 states
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