Murray Financial Group (MFG) offers personalized financial planning and consulting services. MFG does not manage client assets directly but refers clients to third-party investment managers (TPMs). MFG provides advice on various financial areas, including retirement, tax, estate, and education planning. The firm's president is affiliated with entities that sell insurance products. MFG also participates in AssetMark's wrap fee program.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
These fees are in addition to Inspire Advisors' platform fees (0.35% or 0.55%). Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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