JM
JM
Joseph Murphy
12 Years of Experience
Delmar, NY
2 DisclosuresBroker
Joseph Murphy is a registered investment advisor at Key Investment Services LLC, based in Delmar, NY, with 12 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27,533 clients with $6.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
629 advisors
Number of Clients
27,533 clients
Average Client Portfolio
$222K average
Assets Under Management
$6.1B
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$130
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1M+ | 1.00% |
KIS's program fees are negotiable, but will never exceed the Program Fee schedule. This does not include the Investment Manager or Model Strategist fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
370 Delaware Ave, Delmar, NY, 12054
Get directionsHistory
Regulatory History (2)
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Criminal
March 1980Final Disposition
Criminal
August 1979Final Disposition
Employment History
Current Registrations
Key Investment Services LLC
March 2021 - Present · 5 yrs 2 mos
Key Investment Services LLCBroker
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2013 - May 2015 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2013 - May 2015 · 1 yr 9 mos
State Registrations34 states
AKALCACTDCDEFLGAHIIDILMAMDMEMIMNMONCNENHNJNMNVNYOHPARISCTNTXVAVTWAWI
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.