Jennifer Murphy is a CFP-designated registered investment advisor at Advanced Portfolio Design, LLC, based in Westford, MA, with 9 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 80 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Advanced Portfolio Design manages your investments for a percentage of the assets they manage. The annual fee is negotiable and ranges between 0.6% and 1.2%, depending on the size and complexity of your account. The most typical range is 0.8% to 1.1%. Fees are calculated based on asset values at the end of each quarter and paid quarterly.
Location
515 Groton Road Suite 201, Westford, MA, 01886
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Advanced Portfolio Design, LLC
State Registrations4 states
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