Matthew Brady is a registered investment advisor at Murphy Wealth Management Group, based in Fishkill, NY, with 5 years of industry experience. Matthew 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 →Employment History
Current Registrations
Murphy Wealth Management Group
LPL Financial LLCBroker
Previous Registrations
Girard Advisory Services, LLC
Girard Investment Services, LLCBroker
Vanguard Marketing CorporationBroker
State Registrations30 states
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