Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFA charges an annual asset-based fee for portfolio management, negotiated with each client within a range of 0.50% to 2.00% (0.125% to 0.50% each quarter). The fees are calculated and paid quarterly in advance. Financial planning fees range from $250 to $1,000 depending on client needs and complexity. Fixed financial planning fees are negotiable and payable by check at the time of agreement.
Areas of Practice
Advisor Information
Office location
181 E 1600 N, Logan, UT, 84341
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Customer Dispute
October 2015Other Business ActivitiesSells Insurance
Timothy is the president of Tim Murphy Insurance, selling and servicing health, life, and annuity insurance products, dedicating about half of his time during business hours. He is also a silent investor in Blue Mountain Investments and a member of Murphy Sunshine Bottom Farms, LLC, but these activities require minimal time.