Advisor at Murphy Wealth Management Group
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Firm
Murphy Wealth Management Group
Location
Fishkill, NY 12524
Credentials
CFP®, Series 63, Series 65
Industry experience
8 years
Connor Briggs is a CFP® professional with eight years of industry experience, currently serving as an advisor at Murphy Wealth Management Group in Fishkill, NY. He has worked at LPL Financial, LLC, and previously held positions at Equitable Advisors and AXA Advisors LLC. Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $252 million in client assets and employs a mix of fundamental and technical analysis alongside Modern Portfolio Theory to tailor portfolios to client objectives.
Based on Murphy Wealth Management Group
Based on Murphy Wealth Management Group
Fixed fees for consulting services range from $1,000 to $2,000; fees negotiable
$500,000 - $699,999: 1.25% $700,000 - $1,199,999: 1.10% $1,200,000 - $1,999,999: 0.95% $2,000,000 - $2,999,999: 0.85% $3,000,000 - $4,999,999: 0.70% $5,000,000+: Negotiable
Clients may purchase investment products through LPL Financial on a commission basis; firm does not charge advisory fee in addition to commissions when products are purchased on commission basis
Hourly consulting services with maximum hourly fee not exceeding $1,000
Account minimum: $500,000 generally required for asset management services; lower minimums permitted in certain instances Minimum fee: Minimum fee for financial planning services generally $1,000 Fee-only: Fees charged on financial planning and consulting services on hourly or fixed fee basis; maximum hourly fee $1,000; fixed fees range from $1,000 to $2,000; negotiable fees
60 Merritt Blvd., Suite 106
Fishkill, NY 12524
New York
LPL Financial, LLC
2021 - Present (5 years)
Murphy Wealth Management Group, Inc.
2021 - Present (5 years)
Equitable Advisors
2017 - 2021 (4 years)
AXA Advisors LLC
2017 - 2020 (3 years)
Town of Wallkill Boys and Girls Club
2016 - 2017 (1 year)
Brockway Dining Hall
2015 - 2016 (1 year)
E.A. Morse & Company
2013 - 2016 (3 years)
State University of New York, The College at Brockport
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Fishkill, NY
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Series 66
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CFA®, Series 63, Series 65
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CFP®, Series 65
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Series 63, Series 65
Newburgh, NY
TruNorth Financial LLC
Series 66
Hopewell Junction, NY
Mountain Pass Planning
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