Benjamin Murray
Benjamin Murray is a registered investment advisor at Midwest Financial Associates, INC., based in Rockford, IL, with 47 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 263 clients with $100M 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 $3.0M | 0.90% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Prior to January 1, 2026, the fee is 0.90% per year for bonds, stocks, mutual funds and annuities. Fees may be negotiable for clients with over $3,000,000, potentially as low as 0.50% per year.
Fee Estimator
Location
4615 E State Street, Suite 102, Rockford, IL, 61108
Get directionsHistory
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 ActivitiesSells Insurance
Benjamin owns an insurance agency, selling life insurance to individuals. This activity requires a few hours per week.
Employment History
Current Registrations
Midwest Financial Associates, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations1 state
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.