Murphy Pohlad Asset Management offers investment advice tailored to each client's objectives, managing portfolios typically invested in stocks, bonds, mutual funds, and exchange-traded funds. They provide financial analysis, reporting, and advice to support proactive decision-making, including portfolio accounting, cash flow analysis, retirement plan distribution strategies, and tax planning support.
Assets Under Management$640M
Clients113
Advisors4
Avg. per Client$5.7M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5M+ | 0.70% |
Fees may be higher or lower than the basic fee schedule based on various factors. Negotiated fixed fee arrangements have been entered into with a few clients in the past.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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