Murray Securities provides investment advice, primarily in stocks, corporate bonds, mutual funds, and ETFs. The firm works with individual investors seeking growth, growth with income, or income with growth. Murray Securities determines a client's goals and risk tolerance and agrees on proper diversification. The firm also determines whether changes should be made to the client's portfolio.
Assets Under Management$100M
Clients62
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$52M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable for accounts if the portfolio value exceeds $10,000,000 or if the client will have a larger percentage of fixed income assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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