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Vannara Murphy

Advisor at SEIA

Updated today
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Firm

SEIA

Location

Tyson's Corner, VA 22102

Credentials

Series 66

Industry experience

4 years

About

Vannara Murphy is a financial advisor at SEIA with four years of industry experience. She holds the Series 66 designation and has worked previously at Royal Alliance Associates, Inc. and SES Inc. In addition to her advisory role, she serves as a Client Service Manager at SEIA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm employs a combination of strategic macro asset allocation and tactical adjustments, managing the majority of its assets on a non-discretionary basis while offering discretionary model and wrap programs.

Client services

Based on SEIA

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on SEIA

Options & derivatives strategies ESG / Sustainable investing

Fee options

Fixed

Financial Planning one-time fixed fees; Retirement Plan Consulting flat fees possible

Percentage

$250,000 - $999,999: 0.90% - 1.50% (Equity/Blended portfolios) $1,000,000 - $2,499,999: 0.70% - 1.30% (Equity/Blended portfolios) $2,500,000 - $4,999,999: 0.60% - 1.20% (Equity/Blended portfolios) $5,000,000 - $9,999,999: 0.50% - 1.10% (Equity/Blended portfolios) $10,000,000+: Negotiable (Equity/Blended portfolios) $250,000 - $999,999: 0.45% - 1.00% (Fixed-Income portfolios) $1,000,000 - $2,499,999: 0.40% - 0.90% (Fixed-Income portfolios) $2,500,000 - $4,999,999: 0.35% - 0.80% (Fixed-Income portfolios) $5,000,000 - $9,999,999: 0.25% - 0.70% (Fixed-Income portfolios) $10,000,000+: Negotiable (Fixed-Income portfolios)

Project-based

Investment Consulting hourly fees range from $200 to $1,000 per hour; Retirement Plan Consulting hourly fees range $200 to $1,000 per hour

Other

Account minimum: $250,000 (for Investment Management Equity/Blended portfolios household minimum); $500,000 (for Investment Management Fixed-Income portfolios household minimum); $350,000 (recommended minimum for Investment Consulting, smaller portfolios may be accepted at discretion); $100,000 (minimum for AssetMark Platform, may be waived at discretion); no minimum for Retirement Plan Consulting Fee-only: Financial Planning one-time fixed fees (up to $1,200 retainer possible), On-Going Financial Planning fees: 0.03% to 0.60% annually (added on to investment management fee)

Location

1650 Tyson's Corner Bl, Suite 1575

Tyson's Corner, VA 22102

Most active in

Virginia

Work history

SES Inc.

2023 - Present (3 years)

Royal Alliance Associates, INC.

2021 - 2023 (2 years)

Seia Llc

2018 - Present (8 years)

Chatel Real Estate, Inc.

2011 - 2018 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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