T.M. Murphy Investment Management provides investment advice to individuals and some small company retirement plans. As a fee-only advisor, the firm's interests are aligned with the client's. They specialize in mutual funds and can also recommend individual stocks or exchange traded funds. They also offer optional financial planning services for an additional hourly fee. The firm manages investments on a discretionary basis.
Assets Under Management$33M
Clients143
Advisors1
Avg. per Client$230K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for amounts over $5 million. Various accounts (IRA, Joint, Trusts, etc.) may be combined, along with accounts of the Client’s immediate family, to obtain lowest possible fee rate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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