Kevin Murphy is a CFP-designated registered investment advisor at Stevens Capital Partners, based in Omaha, NE, with 11 years of industry experience. Kevin 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 681 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $375K | Included |
| $375K+ | 1.35% |
Accounts valued at $375,000 and below pay a flat fee of $5,000 per year. Fees are negotiable, pro-rated, and paid in advance quarterly.
Fee Estimator
Location
15514 Spaulding Plaza, Suite D02, Omaha, NE, 68116
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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 →Employment History
Current Registrations
Stevens Capital Partners
Previous Registrations
Fisher Investments
Pacific Select Distributors, LLCBroker
Gwfs Equities, INC.Broker
State Registrations2 states
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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