PN
CFA
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
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Murphy & Sylvest
January 2023 - Present · 3 yrs
Previous Registrations
Kingsview Wealth Management, LLC
February 2014 - February 2023 · 9 yrs
Dearborn Partners L.L.C.
April 2010 - May 2014 · 4 yrs 1 mo
Hinsdale Associates
September 2009 - November 2013 · 4 yrs 2 mos
State Registrations3 states
ILNCTX
Advisor
Exams
No exam information available for this advisor.