Murray Growth Advisors

Fixed/Hourly

Murray Growth Advisors provides investment supervisory services to individuals, small businesses, and high net worth individuals. Murray Growth Advisors will provide advice through client consultations to determine investment objectives, risk tolerance, and investment strategies. Murray Growth Advisors will request authority to make trades without asking first to select securities and execute transactions within client accounts to meet their investment objectives.

Assets Under Management$110
Clients1
Advisors1
Avg. per Client$110
Avg. per Advisor$110

Fee Structure

Investment management only (planning not offered)

Murray Growth Advisors charges a flat annual fee for investment supervisory services based on the total account balance across all accounts under management. The fees are fixed within each tier and do not change with account value changes during the billing period:

  • Up to $100k - $2,400/year ($600/quarter)
  • $100k-$250k - $3,600/year ($900/quarter)
  • $250k-$500k - $6,000/year ($1,500/quarter)
  • $500k-$1M - $9,000/year ($2,250/quarter)
  • $1M+ - $12,000/year ($3,000/quarter)

The fee tier is determined by the total account balance at the beginning of each billing period. Murray Growth Advisors may negotiate fees based on client's specific requirements, account complexity, household relationship, or other relevant factors.

Loading...
Location

1 Advisors at this firm

Murray Growth Advisors | TrueAdvisor