Murphy & Sylvest is a registered investment advisor based in Dallas, Texas, with an additional office in Elmhurst, Illinois. Founded in 2013, the firm offers ongoing portfolio management and personalized financial planning services. Murphy & Sylvest tailors its investment strategies to each client's goals, time horizon, and risk tolerance, constructing portfolios primarily using mutual funds, individual stocks, bonds, exchange-traded funds, exchange-traded real estate investment trusts, insurance products, government securities, and select alternative investments. In addition to investment management, the firm provides comprehensive financial planning covering retirement, risk management, education, estate, tax, and business planning. Murphy & Sylvest acts as a fiduciary under federal retirement plan rules and the Internal Revenue Code when advising on applicable accounts, meaning the firm is legally required to act in your best interest. The firm does not have any account minimums.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable depending upon the needs of the client and generally decrease as assets increase. Fees are paid quarterly in arrears.