Gregory Murphy
Advisor at Zacks Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Zacks Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Zacks Investment Management, Inc.
Location
Chicago, IL 60606
Credentials
Series 63, Series 65, Series 66
Industry experience
24 years
Gregory Murphy is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with 24 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at Zacks Investment Management since 2007 and LBMZ Securities, Inc. since 2009. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a combined quantitative and qualitative investment approach driven by proprietary models and serves both direct clients and third-party advisers through a range of investment vehicles and strategies.
Based on Zacks Investment Management, Inc.
Based on Zacks Investment Management, Inc.
$0 - $500,000: 1.80% $500,000 - $1,000,000: 1.65% $1,000,000 - $1,500,000: 1.50% $1,500,000 - $2,000,000: 1.45% $2,000,000 - $2,500,000: 1.35% $2,500,000 - $3,000,000: 1.30% $3,000,000 - $3,500,000: 1.25% $3,500,000 - $4,000,000: 1.20% $4,000,000 - $4,500,000: 1.15% $4,500,000 - $5,000,000: 1.10% $5,000,000 - $10,000,000: 1.05% $10,000,000+: 1.00%
20% of total return above high-water mark quarterly for alternative investments; up to 20% of total return annually for qualified clients
Account minimum: $500,000 for Wealth Management Program and individual fixed-income securities accounts; $5,000 for Zacks Advantage program; $1,100,000 for clients paying performance-based fees (or $2.2 million net worth) Minimum fee: $495 per client account for Folio accounts over $50,000; $295 per client account for Folio accounts between $20,000 and $50,000; $0 under $20,000 Fee-only: Fees negotiated on a case-by-case basis for Index Services; $0.70% to 0.35% annual fees for Zacks Advantage based on asset levels
101 N. Wacker Drive, Suite 1500
Chicago, IL 60606
Illinois · Massachusetts
LBMZ Securities, Inc.
2009 - Present (17 years)
Zacks Investment Management
2007 - Present (19 years)
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