Matthew Murphy
Matthew Murphy is a CFP-designated registered investment advisor at Marble Wealth, LLC, based in Montgomery, AL, with 17 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 314 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Marble Wealth charges a percentage of your portfolio each year. The rate ranges from 0.35% to 1.00% annually, based on the average market value of your investments during the prior month. Fees are paid monthly, in advance. The specific fee may be negotiable.
Location
4137 Carmichael Road, Suite 210, Montgomery, AL, 36106
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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
Matthew is a licensed insurance professional, though this activity is not investment-related. It takes about 10-20% of Matthew's time.
Employment History
Current Registrations
Marble Wealth, LLC
Previous Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.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.