Murphy & Mullick Capital Management provides investment advice tailored to each client's needs. They primarily recommend mutual funds, exchange-traded funds (ETFs), individual stocks, bonds, and fixed income securities. They also offer standalone financial planning and consulting services, covering investment and non-investment matters like estate and insurance planning. Clients are responsible for notifying Murphy & Mullick of any changes to their financial situation or investment objectives.
Fee Structure
Murphy & Mullick Capital Management charges a percentage of the total assets they manage. This fee is negotiable, up to a maximum of 2.50% per year. The exact fee depends on factors like the representative assigned, the amount invested, the complexity of the engagement, and the anticipated service needs. Similar clients could pay different fees.