Gannon Agnew is a registered investment advisor at Murray Financial Services, INC, based in Chico, CA. Gannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 142 clients with $120M 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 $150K | 1.35% |
| $150K - $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.15% |
| $750K - $1000K | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,000. Certain “Legacy Clients” are billed in accordance with a fee schedule that varies from the current fee schedule disclosed above. Fee amounts may be higher or lower for Legacy Clients than what appears herein.
Fee Estimator
Location
140 Yellowstone Drive, Suite 100, Chico, CA, 95973
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Murray Financial Services, INC
State Registrations1 state
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