Murphy & Sylvest provides portfolio management based on individual client goals and risk tolerance. They create investment plans and offer services like asset allocation, selection, and regular monitoring. They also offer financial planning services covering retirement, risk management, education, estate, tax, and business planning. Clients can also request one-time consultations for project-based work. Murphy & Sylvest generally advises on mutual funds, equities, bonds, ETFs, and insurance products.
Assets Under Management$380M
Clients415
Advisors7
Avg. per Client$910K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable depending upon the needs of the client, complexity of the situation and the third-party manager if applicable. In general, fees may reduce as the aggregate assets under management increase.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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