Sarah Murphy
Sarah Murphy is a registered investment advisor at Baker Tilly Wealth Management, LLC, based in Madison, WI, with 12 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 601 clients with $4.6B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable. Certain clients may receive portfolio management services under a different fee schedule that will transition over time to the standard fee schedule.
Fee Estimator
Location
4807 Innovate Lane, Madison, WI, 53718
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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 Activities
Sarah spends half her time at Baker Tilly Capital, LLC and the other half at Baker Tilly Wealth Management, LLC, providing compliance services. These companies are controlled subsidiaries of Baker Tilly Advisory Group, LP, which pays Sarah's salary and variable compensation.
Employment History
Current Registrations
Baker Tilly Wealth Management, LLC
Baker Tilly Capital, LLC
Baker Tilly Capital, LLCBroker
Previous Registrations
Gradient Securities, LLCBroker
Kestra Investment Services, LLCBroker
LPL Financial LLCBroker
Raymond James Financial Services, INC.Broker
Directed Services LLCBroker
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.