Lauren Murphy is a registered investment advisor at Parametric Portfolio Associates, based in Boston, MA, with 13 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 201,647 clients with $570B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Parametric charges a fee for investment management services, generally as a percentage of the value of your portfolio each year. These fees are negotiable and vary based on the investment strategy, the type of product, the size of your account, how customized it is, and the level of service you need. Some strategies are available to individual investors through financial intermediaries, who negotiate the fee with Parametric. The fees for mutual funds that Parametric manages may vary and are listed in the fund's documents. Parametric may charge higher fees if your account requires complex customization or other special requests.
Location
One Post Office Square, Floor 21, Boston, MA, 02109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Parametric Portfolio Associates
Previous Registrations
Breckinridge Capital Advisors INC
Eaton Vance Management
State Registrations1 state
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