Murphy Investment Advisors provides investment advisory services to individuals. The firm creates portfolios consisting of individual stocks or bonds, exchange traded funds, options, mutual funds and other public and private securities or investments. The firm reviews portfolios at least quarterly and rebalances them based on the client’s individual needs, stated goals and objectives.
Assets Under Management$78M
Clients34
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$78M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable at the sole discretion of Murphy Investment Advisors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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