Ashley Murphy is a CFP-designated registered investment advisor at Arete Wealth Strategists, based in Graceville, with 14 years of industry experience. Ashley 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, and 1 more. Their firm serves 91 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.45% |
| $300K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.41% |
$2,900/year minimum AUM fee applies for IM Only. For clients <$750K AUM, 1 meeting annually.
Fee Estimator
Location
Graceville
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Ashley is the Founder and Executive Director of the Global Financial Planning Institute, which provides education, community, tools, and research for financial professionals. She spends a few hours per week on this activity, organizing monthly CE presentations and an annual webinar.
Employment History
Current Registrations
Arete Wealth Strategists
Previous Registrations
Ameritas Investment CORP
State Registrations2 states
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