Murray Street Capital Advisors offers investment management services using mutual funds and exchange-traded funds (ETFs), and may also use individual stocks or bonds. Murray Street works with clients to identify their investment goals, risk tolerance, and financial situation to create a customized portfolio strategy. Murray Street also provides financial planning services covering areas like retirement, savings, and insurance needs.
Assets Under Management$55M
Clients72
Advisors1
Avg. per Client$760K
Avg. per Advisor$55M
Fee Structure
Investment management only (planning not offered)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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