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Alexandre Murphy

Golden State Wealth Management, LLC
13 Years of Experience
Houston, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Alexandre Murphy is a registered investment advisor at Golden State Wealth Management, LLC, based in Houston, TX, with 13 years of industry experience. Alexandre is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 4,192 clients with $2.2B in assets under management.

Golden State Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
48 advisors
Number of Clients
4,192 clients
Average Client Portfolio
$529K average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee for asset management and comprehensive portfolio management will not exceed 2.00%. Fees are negotiable and billed quarterly in advance. Different programs custodied with LPL Financial have separate maximum fee caps ranging up to 2.95%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2500 E TC Jester Boulevard Suite 278, Houston, TX, 77008

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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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Other Business ActivitiesSells Insurance

Alexandre provides investment advisory services through Golden State Wealth Management LLC and Golden State Asset Management, LLC, spending nearly full-time on the former. He also provides mortgage brokerage services and works as a financial advisor for non-variable insurance.

Employment History
Current Registrations
Golden State Wealth Management, LLC
October 2019 - Present · 7 yrs
LPL Financial LLCBroker
October 2019 - Present · 7 yrs
Previous Registrations
Edward Jones
July 2013 - October 2019 · 6 yrs 3 mos
Edward JonesBroker
May 2013 - October 2019 · 6 yrs 5 mos
State Registrations3 states
AZCATX
AdvisorBrokerBoth

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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