SS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
415 clients
Average Client Portfolio
$913K average
Assets Under Management
$379.0M
Fee Structure
Minimum Investment:None
Financial Plan Fee:$500 - $24,000
Investment supervisory fees are a maximum of 1.25% annually, negotiable based on client needs and complexity. Financial planning fees range from $500 to $24,000, depending on the situation's complexity. Project-based fees are negotiated in advance. Fees are paid quarterly in arrears for investment management and in advance for financial planning. There is no account minimum.
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
13760 Noel Road, Suite 300, Dallas, TX, 75240
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2002Denied
Employment History
Current Registrations
Murphy & Sylvest
January 2013 - Present · 13 yrs
Previous Registrations
MML Investors Services, LLC
January 2007 - January 2013 · 6 yrs
Annandale Capital, LLC
February 2006 - January 2007 · 11 mos
Fisher Investments,inc.
April 2002 - January 2003 · 9 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.