Advisor at Murray Strategic Investment LLC
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Firm
Murray Strategic Investment LLC
Location
Detroit, MI
Credentials
CFP®, Series 65
Industry experience
3 years
Ryan Murray is the principal of Murray Strategic Investment LLC in Detroit, MI, holding CFP® and Series 65 credentials with three years of industry experience. Prior to founding his firm in 2022, he worked at United Wholesale Mortgage, Northern Trust, and Raymond James. He also owns and operates Murray Mortgage Solutions, a mortgage brokerage firm. Murray Strategic Investment LLC is a state-registered investment adviser offering investment management, financial planning, employer retirement plan and IRA advisory, and project-based consulting services. The firm manages assets on a primarily non-discretionary basis, employing a Modern Portfolio Theory approach with a mix of passive funds and fundamental/technical analysis.
Based on Murray Strategic Investment LLC
Financial plan fee ranges from $1,000 to $3,000 (one-time fee)
$0 - $100,000: $1,000 flat fee per year $100,001 - $200,000: 0.80% $200,001 - $500,000: 0.70% $500,001 - $1,000,000: 0.50% $1,000,001+: 0.40%
$150 per hour
Minimum fee: $1000 flat fee per year for accounts with $0–$100,000 AUM
Detroit, MI
Michigan
Murray Strategic Investment LLC
2022 - Present (4 years)
Murray Mortgage Solutions
2022 - Present (4 years)
GoldSmith Financial L.L.C.
2022 - 2022 (1 year)
United Wholesale Mortgage
2021 - 2022 (1 year)
Lyft
2020 - 2021 (1 year)
Northern Trust
2019 - 2019 (1 year)
Northern Trust
2016 - 2019 (3 years)
Unemployed-Post College Graduation
2016 - 2016 (1 year)
Raymond James (Wilkes Corrigan Wealth Advisors)
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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