Connor Briggs is a CFP-designated registered investment advisor at Murphy Wealth Management Group, based in Fishkill, NY, with 8 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 384 clients with $250M 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 $700K | 1.25% |
| $700K - $1.2M | 1.10% |
| $1.2M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees charged on assets less than $500,000 will be assessed at a fee higher than 1.25% but will not exceed 2.00%. Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
60 Merritt Blvd., Suite 106, Fishkill, NY, 12524
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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 →Other Business Activities
Connor operates Murphy Wealth Management Group as a DBA for his LPL business and as a Registered Investment Advisor Hybrid. He dedicates full-time hours to providing investment advisory services through this independent firm.
Employment History
Current Registrations
Murphy Wealth Management Group
LPL Financial LLCBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations9 states
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