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Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
1,252 clients
Average Client Portfolio
$278K average
Assets Under Management
$348.2M
Fee Structure
Minimum Investment:None
Financial Plan Fee:$1,000 - $10,000
Hourly Rate:$100 - $500/hr
Financial planning fees are negotiable, ranging from $1,000 to $10,000 for fixed-fee plans, depending on the services required. Hourly fees range from $100 to $500. Portfolio management fees are also negotiable. Insurance products are sold separately, and assets allocated to insurance are not subject to advisory fees.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
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Advisor Information
Office location
5273 E. Beverly Blvd, Los Angeles, CA, 91754
Get directionsRegulatory History (3)
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Judgment / Lien
March 2020Judgment / Lien
August 2017Judgment / Lien
October 2011Other Business ActivitiesSells Insurance
Michael is the owner of Murray & Associates Insurance Services, LLC since 2012, acting as an insurance broker for various insurance products. He is also a sole proprietor insurance agent since 2020, selling life, health, and long-term care insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Kinetic Investment Management, INC.
April 2023 - Present · 2 yrs 9 mos
Previous Registrations
Sagepoint Financial, INC.
June 2010 - February 2023 · 12 yrs 8 mos
Sagepoint Financial, INC.Broker
June 2010 - February 2023 · 12 yrs 8 mos
Financial Network Investment CorporationBroker
September 2008 - April 2009 · 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.