Advisor at Murphy Wealth Management Group
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Firm
Murphy Wealth Management Group
Location
Fishkill, NY 12524
Credentials
CFP®, Series 63
Industry experience
39 years
Daniel Murphy is a CFP® professional with 39 years of industry experience. He has been with Murphy Wealth Management Group since 2015 and has worked at LPL Financial, LLC since 1991. Murphy is also a notary public. 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 and regularly review portfolios.
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
Murphy Wealth Management Group
2015 - Present (11 years)
LPL Financial, LLC
1991 - Present (35 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
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Lawyer
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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
Hopewell Junction, NY
Mountain Pass Planning
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