Murray Financial Advisors, LLC offers personalized financial planning and investment management services. The firm helps clients define financial objectives and develop strategies to achieve them, including cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Murray Financial Advisors is a fee-only firm, meaning it's compensated solely by client fees and doesn't accept commissions.
Assets Under Management$50M
Clients52
Advisors1
Avg. per Client$970K
Avg. per Advisor$50M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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