Murray Street Capital Advisors is a registered investment advisor located in Fort Lauderdale, Florida, founded in 2019 and owned by Jordan Alhadeff. The firm provides customized investment management and financial planning services for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. Murray Street builds diversified portfolios primarily using mutual funds and exchange-traded funds, along with individual stocks and bonds when appropriate. Portfolios are managed using a mix of long-term strategies and tactical asset allocation to adjust positions based on market conditions. Clients can place reasonable restrictions on the types of investments held in their accounts. In addition to direct portfolio management, Murray Street offers financial planning covering retirement, education savings, insurance, and personal savings, as well as advisory services for employer-sponsored retirement plans. The firm acts in the best interest of its clients as a fiduciary and maintains an institutional relationship with Charles Schwab & Co. for custody and brokerage services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees are negotiable and shall not exceed 2.00% of client assets under management and advisement. Legacy clients may pay different fees.