Murray Strategic Investment LLC, led by Ryan Murray, offers personalized investment advisory and financial planning services. Services include business growth, cash flow management, college savings, employee benefits optimization, retirement planning, estate planning, insurance assessment, investment analysis, and tax planning. Murray Strategic Investment offers ongoing financial planning, investment management (discretionary and non-discretionary), one-time financial plans, and hourly consultations.
Assets Under Management$140K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$140K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $200K | 0.80% |
| $200K - $500K | 0.70% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.40% |
For accounts with $0–$100,000 in AUM, the flat fee is $1000 per year, billed quarterly. The first $100,000 is billed at a $1,000 flat fee. AUM based fees are calculated on a marginal tiered basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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