Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
JMC Wealth offers financial planning services with fees ranging from $500 to $25,000, depending on the breadth and complexity of the plan. These fees are payable upon presentation of the plan. The firm requires that the underlying assets to be analyzed for a financial plan be at least $100,000. Julie Murphy may receive commissions and/ or 12(b)-1 fees in her capacity as a registered representative and advisory representative of LPL Financial.
Areas of Practice
Advisor Information
Office location
1017 West Washington Boulevard, Suite 3E, Chicago, IL, 60607-2107
Get directionsRegulatory History
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 →Other Business ActivitiesSells Insurance
Mark is involved with JMC Wealth Management, Inc. as a DBA for LPL business and a registered investment advisor, dedicating about 10-20% of his time to financial planning and consulting. He also spends minimal time on non-variable insurance through Sequoia Financial Network.