Brandon Murphy is a registered investment advisor at Arete Wealth Advisors, LLC, based in Melville, NY, with 4 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 5,426 clients with $2.7B 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 $249K | 3.00% |
| $249K - $750K | 2.50% |
| $750K - $1.5M | 2.00% |
| $1.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable and tailored to each client.
Fee Estimator
Location
425 Broadhollow Rd, Suite 325, Melville, NY, 11747
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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
Brandon is a registered representative/advisor for Fincadia LLC, Fincadia Wealth Management LLC, and Fincadia Capital Partners LLC, all starting in July 2022. These roles are investment-related and take up his full-time work hours.
Employment History
Current Registrations
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Previous Registrations
National Securities CorporationBroker
State Registrations21 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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