EM
ChFC
EM
ChFC

Edward Murray

26 Years of Experience
Nashua, NH
Sells Insurance

Edward Murray is a ChFC-designated registered investment advisor at Family Investment Advisory, LLC, based in Nashua, NH, with 26 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $1.4M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
7 clients
Average Client Portfolio
$204K average
Assets Under Management
$1.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.95%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Nashua, NH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Edward is a long-term care specialist with ACSIA since 2008 and a licensed insurance agent in Massachusetts. This takes about 10-20% of his time.

Employment History
Current Registrations
Family Investment Advisory, LLC
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Miai, INC.
August 2009 - December 2011 · 2 yrs 4 mos
Investors Capital Advisory
June 2005 - August 2009 · 4 yrs 2 mos
Eastern Point Advisors INC.
April 1999 - June 2005 · 6 yrs 2 mos
State Registrations3 states
MANHTX
Advisor

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.