John Murphy is a registered investment advisor at Qtr Family Wealth, LLC, based in Lake Mary, FL, with 1 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 191 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
For investment management services, QTR Family Wealth charges either a percentage of your portfolio or a flat monthly or annual fee, depending on your needs. The annual fee will not exceed 2% of your portfolio. Fees are negotiable based on account size, type, service level, and other factors. Fees are charged monthly based on the average daily balance of your account.
Location
605 Crescent Executive Court, Suite 104, Lake Mary, FL, 32746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Qtr Family Wealth, LLC
State Registrations1 state
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