CM
CFP
CM
CFP

Cameron Murphy

9 Years of Experience
Bedford, NH

Cameron Murphy is a CFP-designated registered investment advisor at The Harbor Group, INC., based in Bedford, NH, with 9 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 700 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
700 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.75%
$4.0M - $6.0M0.50%
$6.0M - $8.0M0.40%
$8.0M - $10.0M0.30%
$10M+0.20%

Fees are negotiable in limited circumstances. In no event will any client be charged in excess of 3.00% for investment management services.

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

331 South River Road, Bedford, NH, 03110

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
The Harbor Group, INC.
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
The Harbor Group, INC.
May 2016 - April 2019 · 2 yrs 11 mos
Eaton Vance Management
April 2012 - April 2016 · 4 yrs
State Registrations1 state
NH
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.
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