Murphy Wealth Management Group offers investment advice and financial planning services. Investment advice is provided on various investments, such as mutual funds, ETFs, variable annuities, REITs, equities, and fixed income securities. Financial planning services include tax, investment, retirement, pension, estate, business, education, insurance, and cash flow/budget planning. Hourly consulting services are also available.
Assets Under Management$250M
Clients384
Advisors3
Avg. per Client$660K
Avg. per Advisor$84M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $700K | 1.25% |
| $700K - $1.2M | 1.10% |
| $1.2M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees charged on assets less than $500,000 will be assessed at a fee higher than 1.25% but will not exceed 2.00%. Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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