Garrison Murphy Wealth Management offers integrated wealth advisory services, taking into account the desired outcome, level of complexity, and overall scope of engagement. Services include advice on situational analysis, cash flow, budgeting, financial planning, estate planning, discretionary portfolio management, risk mitigation, and family education. Garrison Murphy may recommend third-party money managers and invests in various securities, including digital assets and virtual currencies.
Assets Under Management$240M
Clients26
Advisors2
Avg. per Client$9.1M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee will not exceed 0.75% per annum. The firm may, in its sole discretion, negotiate to charge a lesser fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...