Murray Investment Management (MIM) offers portfolio management based on individual client goals and risk tolerance. MIM creates an investment policy statement for each client. MIM also offers financial planning services, including investment planning, insurance, tax, retirement, college, and debt/credit planning. MIM's investment advice includes mutual funds, stocks, bonds, ETFs, real estate, and insurance products.
Assets Under Management$160M
Clients43
Advisors1
Avg. per Client$3.7M
Avg. per Advisor$160M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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