Murphy Pohlad Asset Management provides tailored investment management and financial collaboration services. The firm builds customized portfolios—typically invested in stocks, bonds, mutual funds, cash, and exchange-traded funds—based on an agreed-upon investment policy statement. Portfolios can be managed with authority to make trades without asking first, on a non-discretionary basis requiring client approval, or through investment recommendations. Additionally, Murphy Pohlad Asset Management offers financial analysis and reporting, including portfolio accounting, cash flow analysis, incentive stock option planning, retirement plan distribution strategies, concentrated stock risk analysis, tax information coordination with certified public accountants, estate planning advisor support, and charitable gifting strategies. The firm primarily serves individuals, trusts, estates, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5M+ | 0.70% |
Fees are determined on a client-by-client basis and can vary based on asset amount, nature of assets, type of analysis, level of service, and relationship start date. The firm may aggregate related accounts for fee breakpoints and reserves the right to charge a minimum annual fee.