Ryan Joseph Murphy
RM
Ryan Joseph Murphy
RM

Ryan Murphy

13 Years of Experience
West Linn, OR
1 Disclosure

Ryan Murphy is a registered investment advisor at Pacific Coast Investment Advisors, LLC, based in West Linn, OR, with 13 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 108 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
108 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$122.2M

Fee Structure

Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $5.0M0.80%
$5.0M - $10.0M0.65%
$10M+0.65%

Fees are negotiable and accounts of family members can be combined to determine the rate level.

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

Ryan Joseph Murphy
RM
Ryan Murphy

Location

1914 Willamette Falls Dr., Suite 180, West Linn, OR, 97068

Get directions

History

Regulatory History (1)
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Regulatory
September 2024
Final
Employment History
Current Registrations
Pacific Coast Investment Advisors, LLC
July 2013 - Present · 13 yrs 3 mos
State Registrations3 states
ORTXWA
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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Ryan Joseph Murphy
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