MM
CFP
MM
CFP

Michael Murray

15 Years of Experience
1 Disclosure

Michael Murray is a CFP-designated registered investment advisor at Persium Advisors, LLC, based in Atlanta, GA, with 15 years of industry experience. Michael 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 157 clients with $460M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
157 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$456.3M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.60%
$5.0M - $10.0M0.80%
$10.0M - $20.0M0.60%
$20.0M - $30.0M0.45%
$30.0M - $40.0M0.40%
$40M+0.40%

All fees are negotiable at Persium's sole discretion. For accounts over $5,000,000, Persium may move to a flat fee schedule.

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

2100 Riveredge Parkway, Suite 1230, Atlanta, GA, 30328

Get directions

History

Regulatory History (1)
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Criminal
January 1998
Final Disposition
Other Business Activities

Michael is a partner of Navix Holdings, LLC and Persium Consulting, LLC, dedicating minimal time and nearly full-time hours respectively. He is also a committee member of Persium Fiduciary Services, LLC, dedicating minimal time.

Employment History
Current Registrations
Persium Advisors, LLC
June 2010 - Present · 15 yrs 10 mos
State Registrations1 state
GA
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.
Michael Murray - Financial Advisor | TrueAdvisor