Jacob Murray is a CFP-designated registered investment advisor at Bay Colony Advisors, based in Concord, MA, with 11 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 2,668 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Annual advisory fees range from 0.65% to 1.85% depending on the advisor, client type, portfolio complexity, and total assets. Fees are negotiable and household accounts may be aggregated for discounts.
Fee Estimator
Location
86 Baker Avenue Extension, Suite 310, Concord, MA, 01742
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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
Jacob works as a financial advisor for Legacy Wealth Management, operating under the DBAs The Patriot Financial Group and Patriot Financial Group. He dedicates about a quarter of his time to financial planning and fund analysis, and nearly full-time hours to securities trading.
Employment History
Current Registrations
Bay Colony Advisors
Previous Registrations
Securities America, INC.Broker
The Patriot Financial Group, LLC
LPL Financial LLCBroker
Valmark Securities, INC.Broker
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.
Exams
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