Murray Financial Services offers investment advice and financial planning to individuals, high net worth individuals, corporations, pension plans, and non-profit organizations. Murray Financial Services manages investments based on a client's goals, risk tolerance, and time horizon, primarily using Dimensional Fund's mutual funds. They also offer financial planning services, including a written report with recommendations to help clients achieve their financial goals. Murray Financial Services also provides consulting services on specific financial topics.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.35% |
| $150K - $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.15% |
| $750K - $1000K | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,000. Certain “Legacy Clients” are billed in accordance with a fee schedule that varies from the current fee schedule disclosed above. Fee amounts may be higher or lower for Legacy Clients than what appears herein.